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267 votes
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.
Allison Goerzen
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6 votesAllison Goerzen
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4 votesAllison Goerzen
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14 votes
An error occurred while saving the comment Allison Goerzen
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Bulk editing invoiced status would be very helpful! So would the ability to attach individual time entries or project expenses to a specific pre-existing invoice. This would make project review at year end go a lot easier as well as would help with matching expenses with revenue. When you generically "mark as invoiced" Xero uses the day you clicked it as the invoice date, which makes it hard to track which expenses were invoiced when.
In addition, would also love to bulk or batch edit project expenses to "non-chargeable" or "percentage markup - 5%". This would also help with year end cleanup as well as invoicing.
Thanks!
Allison Goerzen
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5 votes
Hi team, while we don't have a direct feature that would automate the entire process, there is a way to record and do this in Xero.
You could set up an account for the expense in your Chart of accounts, and reconcile the original payment to this account. You could then set up a repeating bill or invoice template to auto generate and you'd make payments on it to the same account to reduce the balance over a period of time.
Allison Goerzen
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10 votesAllison Goerzen
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37 votesAllison Goerzen
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Yes adding a bank statement to reconciliation reports or to the Reconcile Period tab in banking would be very helpful