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  1. Bank Reconciliation - Filter by spend/receive money

    73 votes

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    24 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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    Rhonda R Vest commented  · 

    An absolute must have and the sooner the better

    Rhonda R Vest supported this idea  · 

  2. Invoice Report - Including account, date paid and method of payment

    65 votes

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    25 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Gaining Support  ·  AdminHasan Dhan (Admin, Xero) responded

    Thanks for sharing your idea, and sharing how an invoice report which includes the account, date paid, method of payment would be useful, Donald.

    Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    We will keep an eye out on the traction this idea receives in the community. Thanks

    Rhonda R Vest supported this idea  ·