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Notes from Bank Rec to be Carried onto on Bank Reconciliation.

When going through the bank rec, we add notes for query transactions. We then manually send this information to the client via email.

It would be great if there was a report we could run to show unreconciled transactions with comments next to them

Thank you

If you want to learn more ideas and useful information about bank reconciliation, refer to the following link: https://optimus.tech/knowledge-base/bank-reconciliation.

I found another report that solves this! - Uncoded Statement Lines - not only includes comments but allows client to respond with their own comment!

Please add this feature, It will be very helpful and save time and effort. Otherwise, we will double-work again on the Bank Reconciliation summary report. Thanks

We should be able to incorporate comment/discuss tab while exporting the reconciliation report. We normally export the report to get client's comment on the transaction. So interactive comment section is necessary feature.

As a bookkeeper I have quite a few clients who do not use Xero so I export reconciliation queries to excel and forward to them for a response. I find I have to re-type my discuss notes. This feature would be amazing!

Great suggestion. We save all our bank reconciliations as .pdf, but no option to save the discuss queries.