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6 votes
Appreciate familiarity to the way your clients may have worked with another system.
As noted in the initial idea while there's specifically a report for uncoded statement lines, the Bank Reconciliation report will provide a list of all statement lines (coded and uncoded) - Is there something missing within this report that you're looking for in this?
@Wayne, livestock trading is quite different to what's being asked for in this thread - you can join the idea for this across here.
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Melanie Saunders
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Hi Kelly, there is no ability to add notes to all statement lines in the reconciliation report depending on the bank description as there is not always room. Some of our clients do this even if a bank rule i.e. fuel purchases which wont' show in an uncoded report but they still add notes for litres purchased for fuel tax credit calculations. Also for clients that wish to see all statements lines we have to do the reconciliation reports individually which is time consuming. Other programs have the option of a coded or uncoded check box when running the report which is what we would like to see in Xero. The coding report is what we rely on heavily to get all their information to do the data input as the client fills it out ands sends back to us.