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3 results found
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12 votes
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Jo Schon
supported this idea
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69 votes
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Jo Schon
commented
Why oh Why cant we jus t email the client the document pack. It doesnt require a signature, it just needs to be emailed to the client for reference or to support other information provided at the end of a quarter
Jo Schon
supported this idea
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267 votes
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.
Jo Schon
supported this idea
·
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Jo Schon
commented
Can we please have t he ability to attach a bank statement to a Bank reconciliation report
Another Column for the period that is covered, and another for when it is paid.