The walkthrough
61.4 seconds. Captions are included in the film. Made with Nolan from an editable screenplay running in a real browser.
What the requester said
“It saves users’ time from having to open the payment individually to check the customer’s name.”
Verbatim from the Xero Product Ideas board. Reproduced as a contiguous extract and checked against the harvested record.
Key moments
- Replace 'multiple items' with payer names in the reconciliation row.
- Show every name for a small batch.
- Use a short preview and expandable list for a larger batch.
What we concluded
Works as requested
The payer data already exists, so the reconciliation row can show useful names.
Large batches can use a short preview with an expandable list.
Why we reached that conclusion
Replacing “multiple items” with payer names gives the person reconciling the batch information they can act on. The prototype found no need for a broader workflow change.
The necessary names already exist in the batch data, and displaying them does not require access to information the user could not already see.
For a small batch, the row can show every payer. For a large batch, it can show the first few names and a count, with a way to open the complete list.
This is one of the smallest changes in the set, but it removes an avoidable interruption from a frequent task.