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Xero Business Community

Xero Business Community

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Community > Feature Requests >

Accounts Transactions Report - Option to filter Bank Accounts [Reconciled/ Unreconciled Status]

Started by Yong Shun Han in Feature Requests | Idea

If you were to navigate to the bank accounts, you will notice the following buttons (listing what is relevant for this feature request only) available for access:

Bank statements
Account transactions
We are able to search for the transactions for the above, however, we cannot export the transactions from there.

Accounts Transactions NEW

We can export the transactions but we cannot filter by status.
Status: Reconciled / Unreconciled

Thus, this request is to suggest for enhancement to the Accounts Transactions NEW to include the the selection of the status.

Do add your vote if you agree that having that feature would be beneficial.

At the same time, do share your process on how are you communicating with your clients on getting information or documents for unreconciled bank transactions or seeking clarifications on uncredited deposits or unpresented cheques.

Do reach out to me via email/ linkedin, will appreciate the sharing :)