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
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Lester Bartle commented
I certainly would have use for such a feature. Would be good
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Greg Caudell commented
This would be life changing. Xero lets us attach support to just about every transaction. It would be great if we could lock down a reconciliation and attach a pdf of the statement to which we reconciled. This is maybe the only thing that QBO does better than Xero.
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Anna McLaughlin commented
Would you allow a facility for clients to upload a copy of their bank/loan statements as a pdf to confirm Xero reconciliation report balance against actual bank statement in the same screen.
Ideally the bank statements would automatically flow through as a supporting document in Xero workpapers.
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Tanya Spence commented
This would be a great feature. You can attach documents almost everywhere else in Xero. This is just logical to allow attachments to the published Rec Report
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Tim Foran commented
I would like to see a attachment also show on the bank statement once reconciled. Currently when a Bill is set up with an attachment either through manual attachment / hubdoc / or email file to Xero once this Bill is reconciled the attachment doesn't show on the bank transaction
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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)?