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.
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Ellie-Maree Geary
shared this idea
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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!