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  1. Bank Account - View of the reconciliation (statement line & transactions)

    2 votes

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    1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Rob, appreciate raising the idea here. This could be a lot of information to show in one screen, especially if multiple transactions have been coded to a single statement line. 

    Being open it's not something we have planned however there are a couple of reports that you may find useful in Xero depending on your needs. 

    • Bank Reconciliation reports - specifically the Bank Statement & Statemernt exception reports will help paint a picture of the statement lines that have been imported and reconciled within a bank account, and any abnormalities through mark as reconciled, duplicates, and deletions. 
    • Account Transactions report - You can add a related account column which'll help understanding of where lines in a bank account have been coded to across your organisations accounts. 
    • Account Transactions tab of the bank account - As you've likely found the Account transactions tab is the best place to view and…
    Lauren Mitchell supported this idea  · 
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    Lauren Mitchell commented  · 

    Can we please have a report where we can print off a bank statement and it says where the transactions have been coded to.

    Thank you

  2. GST Audit report - Include narration from bank statement

    20 votes

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    4 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Lauren Mitchell commented  · 

    This would be very helpful when completing GST returns

    Lauren Mitchell supported this idea  ·