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  1. Reconciliation - Ability to attach file when reconciling a transfer

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

    Hi David, appreciate how you may like this option to speed up the efficiency of this process when reconciling, and we'll get a wider sense of the interest behind this from your idea here.

    In the meantime, I just wanted to highlight that once the Transfer transactions is created it's possible to open this from the Account transactions tab of the bank account and attach a PDF to the transaction from here.

    David Petersen shared this idea  ·