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  1. Bank Statements - Ability to download bank statements from the bank feed

    4 votes

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    1 comment  ·  Banking & chart of accounts » Bank accounts  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi David, appreciate you sharing your idea with us here. To get more understanding, can you share why you'd like to be able to download a bank statement that's being imported to Xero versus retrieving this from your banking portal?

    David Adderson supported this idea  · 
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    David Adderson commented  · 

    Hi Kelly, the accountants need the bank statements to produce the accounts each year, and sometimes ask to double-check, as the bank feed can miss a transaction, so if the Bank feed could pull the PDF statement, it would reduce this request each year.

    David Adderson shared this idea  · 

  2. Branding - Add Tracking Categories to Invoice Template

    78 votes

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    submitted  ·  40 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    David Adderson supported this idea  ·