@lubos would it be possible to attach files to the bank reconciliation statement? we usually reconcile monthly or quarterly and it would be useful if we can attach the bank statement for the period.

[image] Bank reconciliation gets unclear would it be possible to attach files to the bank reconciliation statement? @sharpdrivetek , attachments can only be attached to transaction forms. The reconciliation statement is a report, generated in real time whenever you view it from stored parameter…

but the bank reconciliation report do not overwrite when new reconciliation reports are created. in that case these are records of previous dates and i believe it would be possible to provide attachments. it would help cross-reference with the actual bank statement if there is a need in future.

I agree that bank reconciliations are no longer just reports. They contain material information such as balance as per bank statement so the case can be made that source of the information should be attached. But this should be a new topic. Nothing to do with original post.

[image] lubos: this should be a new topic I moved it and put it into ideas.

The latest version (19.10.37) is moving bank reconciliations out of Bank Accounts tab into its own Bank Reconciliations tab. [br] You can also attach bank statements or other documents to bank reconciliation entries now. I realized reconciliation status under Bank Accounts tab is not that useful.…

it is great idea to have reconciliation for Suppliers, Customers and other Account. it is possible to consider a balance confirmation statement in reconciliation especially for Suppliers and Customers

This is a very interesting idea evolving into Reconciliations for any type of account such as suppliers etc. Look forward to seeing how that will end up

Attachments to bank reconciliation statements

Tut Split this topic November 6, 2019, 9:47pm 8

3 posts were split to a new topic: Request for improvement to bank reconciliation format

Topic		Replies	Views
Request: Attach documents in Bank Reconciliation	5	461	January 18, 2023
New Bank Reconciliation	31	5168	January 18, 2023
Attachments tab improvements	2	357	January 18, 2023
Idea for changing the moment of adding attachments	3	350	April 24, 2022
Account Reconciliations ideas	1	638	August 3, 2022

Attachments to bank reconciliation statements

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