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4 votes
Michelle Tucker
supported this idea
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268 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.
An error occurred while saving the comment Michelle Tucker
supported this idea
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28 votes
Hi team, we appreciate your feedback here however we want to be honest that we don't have plans for developing the ability to email invoices to Xero the same as bills atm.
If you haven't already, we'd recommend exploring connecting Hubdoc to your organisation. It's possible to Publish documents from Hubdoc to Xero as an Invoice.
An error occurred while saving the comment Michelle Tucker
commented
This is going to be a necessity for anyone that uses bespoke software for their business. My client runs a day care nursery that issues the sales invoices based upon the attendance register, which could email the sales invoices to Xero when they are emailed to parents.
If this function was available it would remove the need to send each one to Hubdoc to then post as a draft into Xero. It also removes the need to create a csv file which can be too complicated for a client to do.Michelle Tucker
supported this idea
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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.