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  1. Reporting: Reconciliation Reports - Ability to upload bank/credit card statement

    286 votes

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    42 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    In discovery  ·  AdminAnis Anuar (Admin, Xero) responded

    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.

    Jose Luis Lopez supported this idea  · 

  2. Bills - Pay Bill electronically from within Xero

    541 votes

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    68 comments  ·  Purchase orders, bills & inventory » Paying bills  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, thank you for sticking with us on this one. Online bill payments are now live in Australia through Airwallex, so you can pay supplier bills directly from Xero without logging into online banking.

    As mentioned in my last update;

    We’re reviewing the experience across additional regions and will continue to share updates as we learn more and make further progress.

    Jose Luis Lopez supported this idea  · 

  3. Reconciliation - Ability to reconcile clearing, control, and non-bank accounts in Xero

    179 votes

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    88 comments  ·  Banking & chart of accounts » Chart of Accounts  ·  Admin →
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    submitted  ·  Dana A responded

    Hello everyone, appreciate all your feedback here. To be upfront, we don’t have any plans to develop the ability to reconcile clearing, control and non-bank accounts in the near future. 

    Some of the technology improvements going on across Xero will create more opportunities for us to explore extending some of the more complex functionality from one part of Xero to another. However, we are some way off from this yet. 

    That being said, there is the Account transaction report that could be handy in providing a view of both sides of a transaction in Xero. You can include the related account as a column in the report - See more in our help article on this.

    Alternatively, if you’re using an external system, you could look into the Xero App store. 

    Appreciate there are also lots of ways others are using Xero’s to fit their needs - If you…

    Jose Luis Lopez supported this idea  ·