What can I do while reconciling if I don't know what the imported bank statement line represents?

If you're unsure what a bank statement line relates to during bank reconciliation, start a discussion that others can view and add comments to.

  1. On the bank reconciliation screen, next to the bank statement line that you want to add a comment to, click Discuss.

    Discuss tab

  2. Enter your comment or question, then click Save.

When you save your comment, any other user who has access to the bank reconciliation screen will see it, and the Discuss tab will display an asterisk (*) to alert them.

After reconciliation Xero includes comments as a note at the bottom of each bank transaction under History & Notes.

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