Search while reconciling

This is a handy new feature! You can now search your unreconciled items.

Leaine’s tips:

  • Really useful if no Cash Coding option
  • Filters are cumulative and work together > test in the Demo Company
  • Great for new setups with lots of transactions and to help with catchup
  • Utilise in conjunction with correct set up of bank rules.

Check Leaine’s demo to find out more.

Learn more on Xero Central.

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