Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

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

    2 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  Banking & chart of accounts » Bank accounts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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.

    An error occurred while saving the comment
    Mark S Westaway commented  · 

    You can only attach PDF's to Bank Account transactions but why can we not add an attachment to payment multiple items as we can do for single payments and transfers ?
    This is frustrating as we are now unable to add a PDF of foreign currency bank remittances