Enter your idea

I've just been trying to do this. Would be useful to add a bank statement to the report

I would like to see the checks as images within the transaction line items, or at least the bank statement PDF with the check images

Upload statement to reconciliation report would be very very useful. Please enable this

Please add as an Option

Yes this would be ideal in keepiing everything together. or if we could at least link the recopnciliation to the uploaded files.

please add this as an option!

Can you not add the statement as a standard file into Xero?

Nearly 3 years down the line and still not an option...please fix this Xero!

Can we please have t he ability to attach a bank statement to a Bank reconciliation report

Once a bank reconciliation report has been run and we are happy that the bank reconciles correctly, it would be good to be able to mark the reconciliation as complete to show a history that the check was done then attach the physical bank statement that agrees to the bank balance. This aids review when a senior is overseeing a junior's work.

It would be SO useful to be able to add a pdf of the bank statement to the published report!

At the moment, when I am preparing a year end for the accounts staff, I have to send a pdf copy of the statement and I am certain it could easily be added on the reconciliation report screen to negate this.

On organizations you have using bank feeds, a pdf of the bank statement should pop up in Xero once the bank publishes them. QBO has this feature so easy to look at a bank statement while reconciling the account and will also show pictures of the cleared checks.

I would like to be able to import bank statements as a PDF like some other accounting systems can, rather than CSV OFX etc . This would make life so much easier than needing to request again from the client in a certain format and teaching them how to download.

I totally agree, we need the ability to attach a copy of the bank statement to the bank account. The files section is a great feature but the statement really needs attaching to the bank account or reconciliation report please. As this was suggested in 2022 and it is now 2024 can someone look at it please.

If we could upload Bank Statements to Bank Reconciliation, both Accountants & Bookkeepers have access to the balance of each statement; especially 30 June for Australia.

This would save so much time double checking reconciliations.

Have the ability to see a bank statements and credit card statement while in Xero like QBO has it set up. Now I have to log into each bank acct to print out the bank statements whereas if it were aleady in pdf form in the orginaztion I would just have to print it out. This feature is so nice to have in QBO, would be great too in Xero.

It will be usefull for global user that Xero can convert pdf files to upload bank statement. There are a lot of banks that use only pdf format file.

It would be useful to be able to attach a bank statement in pdf format to a bank reconciliation. Preparing monthly reports require verification of the physical bank statement regardless of bank feed being in balance. it will help to have the bank statement on hand in Xero when preparing reports like the Bank reconciliation report so that it isn't necessary to still attach the physical bank statement separately with a monthly reporting pack.

I know this is already possible in Xero because I have done it for one month in this financial year, however, I have forgotten how to do it. When I asked Xero, they said it is not possible yet. I have proof it is!! I cannot upload my example because of confidentiality unfortunately.