Bank Reconciliation Report - Show 'Discuss' tab notes
Include notes that have been left on transactions in the 'Discuss' tab on the Bank Reconciliation Summary Report.
Rebecca Igwabi
shared this idea
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Optimus Fintech
commented
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.
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Rebecca Igwabi
commented
I found another report that solves this! - Uncoded Statement Lines - not only includes comments but allows client to respond with their own comment!
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Lobna Arab
commented
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
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Accounts Keycon
commented
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.
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Peggy Couper-Woods
commented
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!
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cathy gibson
commented
Great suggestion. We save all our bank reconciliations as .pdf, but no option to save the discuss queries.