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  1. Bank Reconciliation - Reconcile against Statement

    80 votes

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    16 comments  ·  For small businesses » Accounting features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we've begun rolling out a new feature that enables you to reconcile a period in Xero which'll be available to users with the Standard or Advisor roles. This'll appear as a new tab within a bank account (next to Account Transactions). From here, you can capture the period dates and balances from your statement, and Xero will automatically show and select all transactions within the period. Once the period is reconciled, you'll be able to close it to prevent transactions being deleted or unreconciled within that period. You'll find details of how to access and use reconcile a period on Xero Central.

    As a start we'll be making this feature available to all US and CA organizations, so I'll be back to confirm once fully live in these regions. 🙂

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    Stephen Carter commented  · 

    Will there be an option to attach the bank statement as a reference? That would be helpful - you can attach files to all other transactions... this should be no different.

  2. New invoicing - View in files library when uploading and option to return to library

    25 votes

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    submitted  ·  12 comments  ·  For small businesses » Business features  ·  Admin →
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    Stephen Carter commented  · 

    When adding files from the library, there should be an option to select the file from the preview screen. This prevents having to remember the name of the file you are previewing, then selecting it to add to the transaction

    Stephen Carter supported this idea  ·