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

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    3 comments  ·  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?

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    Jeff Gullickson commented  · 

    We pull monthly bank statements from client's bank website to ensure that bank feed has been imported correctly. HubDoc used to do this automatically and that was amazing. Now we spend several hours a month manually pulling and relabeling statement. There are products like Dext that will use Plaid to pull statements. Since Xero has bank access with Plaid, it would be great to keep it all in house and have Xero pull statements into the new Xero Files.

    Jeff Gullickson supported this idea  ·