Quick summary
Xero allows you to export unreconciled transactions as a PDF directly from the bank account view in just a few clicks. This step-by-step process helps bookkeepers and accountants quickly retrieve and save transaction records without leaving the platform.
Steps
- On Xero's main dashboard, select a bank account.
- Find and open the unreconciled transaction you want to export.
- Tap the statement line of the chosen transaction.
- Click 'Print PDF' to proceed.
- A PDF copy of the unreconciled transaction will be downloaded to your device.
