Xero contains many features that enable multiple users to work together with ease. One such feature is the Discuss tab on the reconciliation screen. Within this tab, users can save notes regarding any one un-reconciled bank statement line. The result is that issues can be resolved and questions answered much more quickly.Discuss Image

When you are done leaving your note, be sure to click Save or Ctrl+S. Then, the note will appear when any other user views the reconciliation screen.

We frequently use the discuss feature to work collaboratively with our clients. Please contact us if we can be of any assistance in using this or any other feature in Xero.