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

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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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    Linda Dickeson commented  · 

    I know this is already possible in Xero because I have done it for one month in this financial year, however, I have forgotten how to do it. When I asked Xero, they said it is not possible yet. I have proof it is!! I cannot upload my example because of confidentiality unfortunately.