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  1. Bank Reconciliation - Reconcile against Statement

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    15 comments  ·  For small businesses » Accounting features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we've begun rolling out a new feature that enables you to reconcile a period in Xero which'll be available to users with the Standard or Advisor roles. This'll appear as a new tab within a bank account (next to Account Transactions). From here, you can capture the period dates and balances from your statement, and Xero will automatically show and select all transactions within the period. Once the period is reconciled, you'll be able to close it to prevent transactions being deleted or unreconciled within that period. You'll find details of how to access and use reconcile a period on Xero Central.

    As a start we'll be making this feature available to all US and CA organizations, so I'll be back to confirm once fully live in these regions. 🙂

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    Merie Merie commented  · 

    Ability to download the PDF bank statements within Xero for bank accounts that are connected for direct bank feeds. It would be nice to be able to do this so we don't have to request the PDF bank statement from clients.

    Merie Merie supported this idea  ·