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  1. Bank reconciliation - View date last manually reconciled

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    1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Jo-Ann - when you say you'd like to view the date the bank account was manually reconciled would this be on the org's Dashboard?

    As a means of viewing this information at present - you could run the History & notes and view only Bank transaction items where you'll see the name of the user and date that the last transaction in the org was reconciled. 🙂

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    Nia Jones commented  · 

    One of the amazing features in QuickBooks is the ability to carry out a traditional bank reconciliation- agreeing the software to a statement. Therefore ensuring no items have been missed or duplicated. Imports sometimes fail, and this is a great feature for both business users and book-keepers/accountants. Please introduce.

    Nia Jones supported this idea  ·