Xero has made some new updates that we are pretty excited about! They have updated their bank statements page to include running balances. They also improved the bank statement search feature so you can search for a transaction coded to a specific account.

Most likely you use the bank statements page pretty often, its one of the most heavily used pages in Xero.  It’s very handy to be able to see the running balances now on the bank statements page. 

bank-transactions-screen

As was mentioned above, the search feature is also expanded so that you can do a search for a transaction posted to a specific account.  We know you will find this useful when you are looking for a transaction.  This expands the previous search capabilities of searching by amount and/or date.

search feature 1

 

This is a great tool for small business owners to have a better idea of their financial situation. We are excited about this update and can’t wait for similar updates from Xero in the future. 

Let’s us know if you would like to schedule a Xero Tips & Tricks Session with our team for one-on-one training on using Xero to the fullest.