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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.

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Rebecca Igwabi shared this idea  ·   ·  Report…  ·  Admin →
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  • Sasha Nicely commented  ·   ·  Report

    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

  • Rebecca Igwabi commented  ·   ·  Report

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

  • Lobna Arab commented  ·   ·  Report

    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

  • Christine Oliver commented  ·   ·  Report

    And which account they relate to. We have a client with over 40 accounts. Would save time if i knew where to start looking

  • Christina Duff commented  ·   ·  Report

    It'd be nice for there to be a 'Summary' view in Xero where the client can go to see and address all transactions with 'Discuss' comments.

    It'd be nice to send the client a link directly to this view, or to be able to send a notification (with automated reminders) directly from Xero prompting the client to address these comments, WITH a link that takes them right to this view.

    In this view, it'd be nice to...
    (1) see which user posted each comment,
    (2) be able to upload support directly into each transaction (which then stays with the transaction through reconciliation),
    (3) be able to track the status of each transaction (with options to push it back to the client, or accept the comments & support), and
    (4) have notifications set up where the accountant/bookkeeper is notified when the client responds to the 'Discuss' comments, or uploads a document to a specific transaction.

  • Accounts Keycon commented  ·   ·  Report

    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.

  • Peggy Couper-Woods commented  ·   ·  Report

    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!

  • cathy gibson commented  ·   ·  Report

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