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1. Reconciliation | Bank Transfer - Attach file

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   11 comments  ·  Banking & chart of accounts » Reconciliation  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, returning to this idea here we do appreciate the interest in improvements and how we could make the process of reconciling transfers simpler when there are additional details or actions needed.

   Being open we're unlikely to deliver all the points raised in this idea at once and it's best for our product teams to understand the interest in each separately.

   We do have existing ideas that relate to most of these elements and I've linked to below, and I will edit the title of the idea here to reflec the ability to attach a file when reconciling a Transfer. Please do add your vote to each that matters to you and we'll be sure to share if there is any pogress for that idea respectively. Thanks

   • Cash Coding - Add a bulk transfer option (splitting a transfer to mulitple accounts)
   • Account Transactions - Edit transaction dates without remove & redo
   • Bank Reconciliation - Add Tracking Category to Transfer

   Hi team, returning to this idea here we do appreciate the interest in improvements and how we could make the process of reconciling transfers simpler when there are additional details or actions needed.

   Being open we're unlikely to deliver all the points raised in this idea at once and it's best for our product teams to understand the interest in each separately.

   We do have existing ideas that relate to most of these elements and I've linked to below, and I will edit the title of the idea here to reflec the ability to attach a file when reconciling a Transfer. Please do add your vote to each that matters to you and we'll be sure to share if there is any pogress for that idea respectively. Thanks

   • Cash Coding - Add a bulk transfer option (splitting a transfer to mulitple accounts)
   • Account Transactions - Edit transaction dates without remove… more
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   Judith Porter commented  ·  08 November, 2022  ·  Edit…  ·  delete…

   I would like to be able to attach a document when posting a bank transfer. Currently you can only attach a file once the transfer has already been posted. This means finding the transactions and attaching the document twice - once in each bank account.

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   Judith Porter supported this idea  ·  08 November, 2022