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  1. Bank Reconciliation - Filter by spend/receive money

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

    Hi everyone ✨

    Thanks for continuing to share your feedback on this idea. We’ve seen a lot of interest in having more detailed filters in Bank Reconciliation, including separate fields for Spent and Received amounts, and for Bill Numbers and Invoice Numbers 😊

    We understand how clearer filtering would make it easier to review transactions, track activity, and find the right items faster when reconciling.

    We’re moving this idea to Gaining Support so other customers can vote and add comments. The more detail we can gather on the situations where this would help most, the better this helps our team understand the impact and prioritise future improvements ✨

    We’ll continue to monitor the feedback here and share any updates as we have them.

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    Debbie Day commented  · 

    Reconcile - enable statement transactions to be listed in Spent or Received order by clicking on the words in the same way you can on the Account Transactions page.
    Account Transactions - add the page selection functions that are at the bottom of the page to the top so you don't have to scroll to the bottom to flick through pages.

    Debbie Day supported this idea  ·