Settings and activity
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145 votes
Caitlin Browner
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18 votes
An error occurred while saving the comment Caitlin Browner
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260 votes
Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).
Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.
For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!
Caitlin Browner
supported this idea
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153 votesCaitlin Browner
supported this idea
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Would like a report that shows where a transactions was allocated (including contact and description associated with the transaction) as well as being able to see the bank statement description.
Maybe it could just be an extra column on the account transactions report.
This is particularly relevant when clients are reconciling their own files and when the accountant or bookkeeper reviews the transactions all they can see are the details entered by the client at the reconciliation stage. However, if the client misinterpreted the bank transaction then there is no way for the accountant to easily identify this when reviewing.
Attached screenshot shows example where client has selected the incorrect contact for the transaction. This is one of the few places where we can compare what the bank statement said verse how it was recorded in Xero. Would be useful to be able to compare for a large number of transactions.