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  1. Workpapers - Integration of bank statement request portal

    111 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

    267 votes

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    40 comments  ·  For small businesses » Accounting features  ·  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