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  1. Workpapers - Integration of bank statement request portal

    112 votes

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    4 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks so much for your engagement here. Your insights are essential as we look to improve Xero. We understand the value of a more streamlined way of working.

    Right now, your current options are to request documents and information from your clients using the existing queries feature in Workpapers. We appreciate you taking the time to share your feedback.

    While we don't have this feature on our current roadmap, we'll continue to monitor this request, and make sure to keep you updated if there's any progress.

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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

    270 votes

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    40 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    In discovery  ·  AdminAnis Anuar (Admin, Xero) responded

    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.

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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