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How to publish Bank Reconciliation reports in Xero.

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To publish reconciliation reports in Xero, follow the below steps.

  1. Click on the 3 dot menu icon (As highlighted below) on the account that you want to publish .
  1. Then select Reconciliation Report in the menu that appears.
  1. Once you have checked that everything is correct on the report, scroll to the bottom and click Publish.
  1. In the Title field, add the account name and the date of the reconciliation (rather than the date the report was run). Ie Account xxxx1234 as at 30 June 2022.
  1. Then click Publish

Reports that have been published can be found in the Accounting menu, under the Reports>Published tab.

Updated on January 24, 2023

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