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

    267 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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    Charlene Croukamp commented  · 

    I would like to see the checks as images within the transaction line items, or at least the bank statement PDF with the check images

    Charlene Croukamp supported this idea  · 

  2. Reporting - Expand & collapse groups in report (rather than Layout editor)

    32 votes

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    submitted  ·  18 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Charlene Croukamp supported this idea  ·