Settings and activity
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81 votes
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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Vicky Thomson
supported this idea
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This is very much needed, we have just moved our company over to Xero from quickbooks on the recommendation of our accountants, and the whole bank reconciliation process is so clunky and slow compared to quickbooks.
I used to quickly filter to money paid in and mark these off against customer invoices before sending out statements and reminders and now it is so time consuming to scroll through pages of transactions to search for them. It is also easier to miss which are money in and out transactions as they aren't as obviously marked as they could be. I have had multiple instances of sales people in our company asking if customers have paid invoices which never happened before purely because of how much longer it takes to get this process done each morning.
Also, to add to this, PLEASE allow us to sort by newest transactions first on the bank reconciliation screen. I do not need to look at transactions I'm ignoring and leaving for the accountant to deal with every time I check it to try and match up new transactions in.