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  1. Bank Reconciliation - Filter to show lines with suggested matches

    8 votes

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    submitted  ·  3 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Adrian Markey commented  · 

    I would extend this suggestion to include separate filter options for:

    * Transactions with a suggested match
    * Transactions matching a bank rule
    * Transactions with neither

    In particular, being able to display only statement lines where Xero says, “Here are all the lines that match the criteria of a bank rule” would allow users to review and process their established bank rules as a batch, without sifting through every unreconciled transaction.

    This would be especially valuable for accountants and bookkeepers working through high-volume client bank accounts.

    Adrian Markey supported this idea  · 

  2. Bank Reconciliation - Filter or view for bank transactions matching bank rules

    1 vote

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    0 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Thanks for sharing this feedback. Having a way to quickly isolate transactions matched by bank rules could make high-volume bank reconciliation easier to manage.

    We’ve updated this idea to Gaining Support so we can continue tracking interest. If this would improve your workflow, let us know how you’d like to use it.

    Adrian Markey shared this idea  ·