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  1. Reporting - Edit file name when exporting

    63 votes

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    32 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Jean Marie Meyer commented  · 

    It would be great if the document descriptions when downloading reports from Xero would be more descriptive. For example, I have clients with multiple bank accounts and I down load bank reconciliations for each of these accounts. but when I want to include them in my reporting pack, I first have to open each pdf and add more details to the description. Currently the report name only includes the Company name and bank reconciliation...for example ABS Printers_-_Bank_Reconciliation. This description is very limited. My idea is to include the Bank account Name and the reconciliation date... example ABS Printers_National Bank USD_- Bank reconcilliation_30_April_2024.pdf. This might look like a very long file name but when you have 10 bank accounts to down load and rename, these extra details will really help. And with other reports, adding the date of the selected report at the end of the report will also help. Example, ABS Printers_-_Balance_Sheet_30_April_2024

    Jean Marie Meyer supported this idea  · 

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

    247 votes

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    submitted  ·  26 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Jean Marie Meyer supported this idea  · 
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    Jean Marie Meyer commented  · 

    It would be useful to be able to attach a bank statement in pdf format to a bank reconciliation. Preparing monthly reports require verification of the physical bank statement regardless of bank feed being in balance. it will help to have the bank statement on hand in Xero when preparing reports like the Bank reconciliation report so that it isn't necessary to still attach the physical bank statement separately with a monthly reporting pack.