Workpapers - Integration of bank statement request portal
Integrate a bank statement generator into bank feeds so accountants and bookkeepers can send a request directly to the clients bank for a bank statement for quarterly bank reconciliation. Pre-approved by client when bank feed integration is setup. Alternatively, automated bank statements per quarter generated and uploaded to Xero via bank automation.
Rene Robertson commented
It would be great to have access to the clients Bank statement to confirm Xero data is correct. I am surprised at how many clients struggle to supply a bank statement!