Reporting: Reconciliation Reports - Ability to upload bank/credit card statement
ability to add/upload the bank statement/credit card statement to reconciliation report for future cross checking by accountant
Christine Genocchio
shared this idea
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Neil Kagan
commented
Would be useful and time saving if one could attached a PDF bank statement to the bank reconciliation.
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Marlene Kemp
commented
It would be extremely helpful if, when reviewing bank reconciliations, I didn't have to go fetch the statement in a different program to ensure the bank reconciliation agreed
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Marlene Kemp
commented
It would be nice to attach the actual bank reconciliation to the published bank rec so that you can see it actually balanced.
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Clive Stubbs
commented
Xero to provide the option to upload a docuement to a Bank Rec report created
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Tricia Drew
commented
Attach pdf bank statement to published bank reco report
It would be great to be able to attached the copy of the bank statement to the published report. Currently some clients put them in files but this is accessible by most users which is not good.
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Sarah Vincent
commented
Could you upload the statement to the Files section in Xero (along with a copy of the Rec report run for the same period if necessary)?