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18 votes
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Allison Hawkins
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107 votesAllison Hawkins
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193 votesAllison Hawkins
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267 votes
Hey everyone, thanks for engaging with this idea about being able to attach PDF bank or credit card statements directly to reconciliation reports in Xero. We know this can help simplify the cross-check process.
Right now there is the ability to upload statements into the Files inbox where you could create a dedicated folder for these type of files. However we understand the limitation in that this doesn't link them to report as you'd like here.
Our product team are looking into possible ways to attach files within the banking space and how we might fit it into the reconciliation workflow. It’s early days, and we’ll share an update when there's more news.
Allison Hawkins
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Currently in order to pull out data on invoices paid in a given timeframe you have to use the Paid tab under Invoices, highlight it and dump it into Excel to manipulate it.
Please create a report that gives the ability to select invoices that are billed in a given date range and paid in another and/or at least the ability to run a report on invoices paid in a given period. Currently, the Receivable Invoice report date range only refers to the invoice date -if you could also have a date range for payment date we could actually run commission reports out of Xero. It's a common ask across many clients.