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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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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Lana Tomson, CPA, CGMA, MSA
commented
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.
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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)?