Settings and activity
3 results found
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2 votes
Hi everyone, thanks for sharing this suggestion. We understand you’re looking for quick filters like “Last Month” and “This Month”, along with transaction counts, within the bank reconciliation dashboard to help prioritise outstanding items.
Having these shortcuts and clearer visibility could make it easier to review specific periods and track reconciliation progress.
I’ve updated this idea to Gaining Support so we can continue gathering feedback and examples from the community.
Pauline Preston
supported this idea
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24 votes
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.
Pauline Preston
supported this idea
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169 votes
Appreciate all the feedback and ongoing support here. We recognise the main areas this has been asked across are invoices, bills, contacts, bank statements, and reports. Also it appears there are some users here that’d like to navigate between pages of a list while others that’d like to open transactions and navigate back to their placing on a list.
For moving between pages of a list, there are a couple of other features that may be useful, such as;
- Increasing the # of items that are shown per page (available from the bottom of the page)
- On many devices you’ll find ‘End’ and ‘Home’ keys that allow you to quickly navigate to the bottom and top of a page which could also save effort in scrolling the page
- Within reports you’ll find the bottom navigation is now frozen so regardless where you are on the page of a report you’ll…
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Pauline Preston
supported this idea
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Currently, when we select the next page (up or down) at the bottom of the screen, the next page starts at the bottom so we need to scroll back to the top to continue reconciling