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  1. Bank Reconciliation - Filter by spend/receive money

    77 votes

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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.

    JD Carr supported this idea  · 

  2. Pin ribbon on top of Bank Reconciliation

    2 votes

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    0 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

    JD Carr shared this idea  · 

  3. Bank reconciliation | Find & Match - hide or filter credits

    9 votes

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    1 comment  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Great to hear you're using the new reconciliation of credit notes, Thornlie. We appreciate the feedback on this here and I've made sure to share back with our product teams.

    I'll share if there are any updates planned for this with you here.

    JD Carr supported this idea  ·