Reconciliation Report Pack - Automate process similar to older version
The Reconciliation Report pack is a critical part of our working papers and gives us multiple reports in one pack with one click. This report is being retired in July with no replacement in sight. Creating our own seems like a step backwards and from what I understand about creating report packs (which admittedly is not great), it will be difficult to add multiple bank account rec reports to a customised pack, not to mention that each business has a different number of bank accounts. This move makes no sense. Please do not remove the old one until we have a good replacement that doesn't take us hours to create, time that would be much better spent elsewhere.
Just following up from our last update - this is now live!
As you might've seen on this similar idea, we've rolled out a new Bank Reconciliation report pack. As part of this release, the Reconciliation Report will automatically add a Bank Reconciliation Summary for each bank account, fulfilling this request 🎉
Thanks again for sharing all your feedback on this one, community 😊
Debbie Lucas commented
Thank you so much. Can we have this as a base template that we can add to in our Xero HQ or will it be in the Report List per client
Tanya Spence commented
Thank you, that is wonderful news.
Koren Wilson commented
Being able to add the bank rec report & fixed asset reconciliation reports into a template report to replace the current Reconciliation Reports old version that is retiring July.
Allowing the reports available in an organisation to be used for template reports (eg bank reconciliation, fixed asset reconciliation etc)
Debbie Lucas commented
Can we have the ability to create our own rec report at practice level. Since it is not a standard report we could create our own at practice level so we dont have to recreate for each client. Having over 150 clients that use this report have a template and just slightly changing a little. The only thing in Management Report that is the same is the Ac Rec & Pay so 2 out of a 15-20 page report doesnt save us time . Trial Balance and the Account transactions that has the ability to select single GL Code (not all of them) Bank rec and GST rec would be great