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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. Add a filter for bank transactions that match bank rules

    1 vote

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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. 🙂

    Adrian Markey shared this idea  ·