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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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Christine Genocchio shared this idea  ·   ·  Report…  ·  Admin →
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  • Kathy Majoor commented  ·   ·  Report

    Auditors have view access and often require bank statements to confirm final balances. Would be a great feature.

  • Tanya Spence commented  ·   ·  Report

    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

  • Tim Foran commented  ·   ·  Report

    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

  • Neil Kagan commented  ·   ·  Report

    Would be useful and time saving if one could attached a PDF bank statement to the bank reconciliation.

  • Stefan Aleksander commented  ·   ·  Report

    The CFOs I work with often ask for this to be done and the Quality Assurance team at my firm also would like this - same as what Quickbooks offers.

  • Marlene Kemp commented  ·   ·  Report

    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

  • Marlene Kemp commented  ·   ·  Report

    It would be nice to attach the actual bank reconciliation to the published bank rec so that you can see it actually balanced.

  • Lana Tomson, CPA, CGMA, MSA commented  ·   ·  Report

    It would be beneficial to attach a pdf bank statement to a specific bank account. For example, once month is closed, I'd like to have a bank statement uploaded to a specific bank account instead of being uploaded into Files [so it would be nice to have that option under Reconcile / Import a Statement for each bank account.

  • Clive Stubbs commented  ·   ·  Report

    Xero to provide the option to upload a docuement to a Bank Rec report created

  • Tricia Drew commented  ·   ·  Report

    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.

  • Sarah Vincent commented  ·   ·  Report

    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)?

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