Working remotely with clients

We'll show you how features and functions such as uncoded bank statements, Xero discuss and Xero files can help you work with business clients in real time. Regardless of location or internet connectivity.

Working remotely

Being able to do business anywhere is a beautiful thing. Xero’s mobile app gives you that freedom, with easy access to the essential tools for doing business on the move.

Using a mobile accounting app

Xero mobile features

Run your business on the go

Uncoded statement report

The Uncoded Statement Lines feature allows you to export a one-click report showing bank transactions that have yet to be coded which can then be sent on to clients in their preferred way of communication.

Save time with bulk exports

Bulk uncoded statement lines

3 Advisor credits

Uncoded bank statement lines

Switch your BankLink clients to Xero Cashbooks for free

Convert now

Upcoming Xero training

Migration certification

40 Migration credits

Reporting in Xero

Reporting in Xero

Recording coming soon