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  1. 1 vote

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    Appreciate the feedback on how we could improve these forums for your use, Vince. It'd be great to get more understanding of how being able to filter by vote would help you.

    Right now, form within a forum or category there are a few sort options including Hot ideas, Top or New.

    Top will sort all ideas within that forum or category by most to least amount of votes. Appreciate, there is no way to do this from search atm though.

    If you can share any further details of why this would be helpful we'd love to hear it. Thanks

    Vince Fukes shared this idea  · 
  2. 6 votes

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    Thanks for sharing your idea, and letting us know the changes that matter most for you.

    We've reviewed your idea and now it's up to the community to get behind and support it. Feel free to share this idea with other colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

    Vince Fukes supported this idea  · 
  3. 2 votes

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    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

    Vince Fukes supported this idea  · 
  4. 65 votes

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    Hi team, we thoroughly appreciate your support and feedback on how seeing more of the statement line details would be useful, saving you time and clicks when reconciling.

    As we continue to develop the way you perform bank reconciliation in Xero our team have a close watch on the ideas we have in this space. I want to be upfront that at this time this isn't something we have planned but this is something our product teams will consider in future planning so I'll share if there are any updates here.

    Vince Fukes supported this idea  · 
  5. 4 votes

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    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

    Vince Fukes supported this idea  · 
  6. 3 votes

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    Hi everyone, thanks for bumping this idea . We understand you’re looking for a more visible way to split bank transactions from the reconciliation screen, so you can break down a single transaction into multiple categories more easily.

    Having the split option more accessible could help make reconciliation quicker and reduce the need to search through additional steps.

    We’ll continue to keep track of this idea and gather feedback from the community.


    Vince Fukes supported this idea  · 
  7. 6 votes

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    Hi!


    Thanks for sharing your idea about how you'd like to see the reconciliation process improved.


    We've reviewed your idea, and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit, so they can add their votes and comments about how this would be helpful for them, too!

    Vince Fukes supported this idea  · 
  8. 3 votes

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    Thanks for sharing your idea, and letting us know the changes that matter most for you.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

    Vince Fukes supported this idea  · 
  9. 5 votes

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    Totally get the forward thinking here, thanks for sharing! We're continuing to think about how we can bring more automation to reconciling your accounts and while this isn't something we have direct plans of atm we'll keep a close eye on the support here and be sure to share if there are any updates planned.

    Vince Fukes supported this idea  · 
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    Vince Fukes commented  · 

    I have multiple clients processing multiple payments each week, each payment is for multiple invoices, some of which are part pay.

    To have an upload option of a remittance, which can then be matched to a single or multiple lines within the statement would be huge time saver.

  10. 22 votes

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    Thanks for sharing your idea, and letting us know the changes that matter most for you.

    We've reviewed your idea to show newest transactions first when sorting and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

    Vince Fukes supported this idea  · 
  11. 13 votes

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    Thanks for letting us know what changes matter most to you! Your idea is now in the hands of the community.

    Now is a great time to share the post with your team and colleagues to gather more votes. We’ve also opened up the comments so others can chime in on how your suggestion would make their experience with Xero even better.

    Vince Fukes supported this idea  · 
  12. 35 votes

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    Hi everyone! thank you so much for taking the time to share your idea with us! We really appreciate you flagging that the sorting function on cash coding isn't quite sorting the blanks first, but instead is just going straight from ascending to descending by date (or vice versa). We are moving this idea over now so it can gather more support from the rest of the community. Please feel free to share it with any of your peers who would also love to see this feature implemented.

    We'll be keeping a close eye on this space in the meantime. Thanks again for your valuable input.

    Vince Fukes supported this idea  · 
  13. 80 votes

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    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.

    Vince Fukes supported this idea  · 
  14. 262 votes

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    Hi team, we appreciate all the feedback this idea has received over time. With our reimagined navigation this is something our product teams considered closely, however there is a bit of work involved to achieve what's being asked and we want to be open it's not in the roadmap right now. However, we're keeping a pulse on the feedback here and will be sure to share if there's any progress. Thanks

    Vince Fukes supported this idea  · 
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    Vince Fukes commented  · 

    Freeze the top part of the screen so the contact and other details including banners and headers remain visible at all times. Then when scrolling only the line data scrolls.

    Put the Totals at the top in the non-scrolling section also

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    Vince Fukes commented  · 

    Have both the blue and White banners at the top of the page remain visible as we scroll down.

    Repeat this across all pages within Xero.

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    Vince Fukes commented  · 

    To keep the header ( blue line ) and the white menu bar at the top of screen locked so always visible when scrolling through data.

  15. 29 votes

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    Vince Fukes supported this idea  · 
  16. 20 votes

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    Vince Fukes supported this idea  · 
  17. 4 votes

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    Hi Peter, we get why being able to see the number of entries in the History and notes section at a glance would be helpful, especially when you're quickly checking for activity on an invoice.

    It might seem like a small change, but we can see how it would save time and make things just that bit easier when you're managing lots of transactions.

    This idea is now in the Gaining Support stage, which means we’re keeping an eye on how much interest it gets. Feel free to add your vote or share how this would help you, the more context we have, the better. We’ll keep this thread updated with any news.

    Vince Fukes supported this idea  · 
  18. 2 votes

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    Thanks for your feedback and sharing this with us here, Stuart.

    Appreciate the detail and screenshot you've shared. You're first note around the account code filling may be related to the auto suggestion feature and I've added your vote onto this idea so if there's any change there, you'll be updated.

    We also have a separate idea around viewing the full account name that I've also added you on to, here.

    In relation to freezing or having a floating header row - Can see where creating longer invoices this could be helpful too. I've updated the title of your idea here so we can begin tracking interest specifically in this and share if there are developments.

    Vince Fukes supported this idea  ·