Add a comment to a bank statement line

ⓘ This article is for small businesses who use Xero 

Overview
  • If you're unsure what a bank statement line relates to, enter a comment in the Discuss tab when reconciling to start a discussion.

  • Other users with access to bank reconciliation can also view your comments and add their own.

  1. In the Accounting menu, select Bank accounts.

  2. Click Reconcile xx items for the bank account you want to reconcile.

  3. In the Reconcile tab, select Discuss for the bank statement line you want to add a comment to.

  4. Enter your comment or question, then click Save. If you're adding a long comment, press Ctrl S to save as you go.

When you save a comment, an asterisk (*) displays on the Discuss tab. The number of current comments also shows under the organization name in your My Xero screen.

 

 

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