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  1. Workpapers - Integration of bank statement request portal

    105 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Gabrielle Coriolan commented  · 

    I have been requested to provide a statement with the following:
    2) Your IBAN / bank account number
    3) The RIB / bank confirmation from your bank (if available)

    All other banks like: Barclays, HSBC, Lloyds, Starling provide statements with this information. I have found an example online, it contains this information on the top right hand side.

    At Xero there seems to be no option to download or request a statement containing this information. I have been informed in order to request for this information it needs to be voted for approval, which surprises me.

    I am raising this as it should be something already added with the account

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

    247 votes

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    submitted  ·  26 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Gabrielle Coriolan commented  · 

    I have been requested to provide a statement with the following:
    2) Your IBAN / bank account number
    3) The RIB / bank confirmation from your bank (if available)

    All other banks like: Barclays, HSBC, Lloyds, Starling provide statements with this information. I have found an example online, it contains this information on the top right hand side.

    At Xero there seems to be no option to download or request a statement containing this information. I have been informed in order to request for this information it needs to be voted for approval, which surprises me.

    I am raising this as it should be something already added with the account