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Bank accounts - Export list of unreconciled items from Account Transactions screen

Be able to export to Excel the Account Transactions screen from the bank that shows the unreconciled items

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Rachael Egan shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminHannah G (Admin, Xero) responded  · 

Hi all, I wanted to share that while there's no export option on the Account Transactions screen itself, it is possible to export a list of unreconciled Account Transactions with the Business Bank Account Reconciliation Summary report. If you export a copy of this to Excel you'll find the sections for Plus Outstanding Payments and Less Outstanding Receipts which are the unreconciled account transactions. Hope that helps 😊

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  • Andrew Syme commented  ·   ·  Report

    Hi Hannah, How can I run the Business Bank Account Reconciliation Summary report for ALL the Bank Accounts in one Report ?

  • Anette Abrahamsen commented  ·   ·  Report

    Nice idea, Kelly, the problem is that we don't have the button Uncoded Statement Lines.