Bank account - Attach bank statement into Bank account
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.
-
Greg Caudell commented
This is a great idea and perhaps the only thing that QBO does better than Xero. Now that HubDoc will no longer pull statements from anywhere, it would be great to be able to "publish" a bank reconciliation once complete and attach a pdf of the statement. I'd be happy to attach the file. I'm nto talking about anything automated or fancy here.
-
Gabrielle Coriolan commented
I have been requested to provide a statement with the following:
2) Your IBAN / bank account number
3) The RIB / bank confirmation from your bank (if available)All other banks like: Barclays, HSBC, Lloyds, Starling provide statements with this information. I have found an example online, it contains this information on the top right hand side.
At Xero there seems to be no option to download or request a statement containing this information. I have been informed in order to request for this information it needs to be voted for approval, which surprises me.
I am raising this as it should be something already added with the account
-
Dianne Jones commented
To be able to attach to bank reconciliations at time of completing, would save time when accountant needs to check balances.
-
Kathy Majoor commented
Auditors have view access and often require bank statements to confirm final balances. Would be a great feature.
-
Dianne Jones commented
This would be extremely helpful.
-
Stefan Aleksander commented
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.