Add a comment to a bank statement line

If you're unsure what a bank statement line relates to during bank reconciliation, use the Discuss tab to start a discussion for other users to view and add comments to.

About commenting on a bank statement line

  • All users who have access to bank accounts in the organization can see the comments when they view the bank reconciliation screen.
  • An asterix displays on the Discuss tab when there's a comment to view.
  • The number of current comments shows next to the organization name in your My Xero screen.

Add a comment to a bank statement line

  1. On the bank reconciliation screen, select the Discuss tab.
  2. Enter your comment or question, then click Save.

    Add comment to bank statement line

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