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  1. Bank Reconciliation - Filter by spend/receive money

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    30 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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    Kelly van Laatum commented  · 

    Also agree that this would be a feature that would be GREATLY appreciated. After moving over from QuickBooks I was extremely disappointed that this isn't already a feature!

    It seems like something basic that most people would use.

    After all when doing Remittances I don't really care about outgoing money.

    And when doing Expenses I don't care about incoming money.

    It just makes the page more cluttered and visually confusing!!!!

    PS you can't even use the amount category to filter out expenses as it treat negative and positive amounts the same way in the search function.