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  1. Bank Rec - Filter Find and Match by transaction type

    11 votes

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    3 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks for sharing this idea around being able to further filter the Find and Match options 🙂

    We've reviewed it and moved it to Gaining support. This means the idea is now open for other customers to vote on and comment, which helps build a clearer picture of the level of interest and the different ways this could be useful.

    If further filtering in Find and Match would improve your workflow, it would be helpful to add a vote or comment with a bit more detail on the types of filters you'd want to use and the scenarios where they would make the biggest difference.

    We’ll continue to track the feedback shared here.

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    Thornlie Automotives commented  · 

    The ability to hide or filter credits on bank reconciliation to avoid scrolling multiple pages of credits to find your batch payments received. The new update does not allow flexibility when searching and is time consuming.

    Thornlie Automotives supported this idea  ·