Settings and activity
5 results found
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23 votes
Paula Mcelligott
supported this idea
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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.
Paula Mcelligott
supported this idea
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18 votesPaula Mcelligott
supported this idea
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41 votes
An error occurred while saving the comment Paula Mcelligott
supported this idea
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194 votes
An error occurred while saving the comment Paula Mcelligott
commented
I have multiple clients who are looking to transition to other software as Xero cannot cope with deposits or partial payments!
Paula Mcelligott
supported this idea
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Show more detail in the list of bank rules so that we can delete old rules more easily which also assists in being able to make old chart of accounts able to be archived. A list of rules that shows the contact name and most importantly the account name would be beneficial rather than just a list of rules showing the name of the rule.