Settings and activity
3 results found
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2 votes
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
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An error occurred while saving the comment -
95 votes
An error occurred while saving the comment Lauren Mitchell
commented
This would make it much easier for reviewing
Lauren Mitchell
supported this idea
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18 votes
An error occurred while saving the comment Lauren Mitchell
commented
This would be very helpful when completing GST returns
Lauren Mitchell
supported this idea
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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