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Bank reconciliation - Import spend & receive money transactions

An import template for importing bank spend and receive money transactions. Now that Datadear is longer available for Xero clients as an app there is no way to import bank transactions

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Kim Deere shared this idea  ·   ·  Report…  ·  Admin →
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  • Laura Jackson commented  ·   ·  Report

    This would save a lot of time and make the use of Xero so much more efficient

  • Judith Story commented  ·   ·  Report

    We require the ability to import spend money transactions into Xero. We currently have these as a csv file from another piece of software but are unable to import these transactions. The transactions are a mixture of cheque and BACS payments and can be up to 120 per day. Please can this be added asap. As there are a number of cheques it is important that they are added at the date processed rather than the date they go through the bank account.

  • Susan McCraw commented  ·   ·  Report

    Most of the receive money bank transactions we receive; all get posted to the one account and we do not have invoices in Xero for them. It would be great if we could import a CSV file from our booking site into Xero for the receive money transactions.

  • Lydia Ng commented  ·   ·  Report

    We've many cash sales but no invoice is issued. It's time-saving if we can import the cash receipts as "receive money" transaction in bulk with csv file.

  • David Protheroe commented  ·   ·  Report

    We have cash sales on-line, which are converted outside Xero into .csv files. Currently I import them as invoices, even though the customer won't see the invoices, and then match them to the payment. It would be more efficient to import them as receive money transactions.

  • Oliver Yap commented  ·   ·  Report

    This would save countless hours and make the use of Xero so much more efficient

  • David Benady commented  ·   ·  Report

    It will really help to streamline postings, especially as when entering from the bank statement you cant easily enter a reference

  • Accounts Sister commented  ·   ·  Report

    Being able to import a spend money or recieve money would extremely helpful and save a lot of time. This feature is available on sage accounting, it should also be available in Xero.

  • Kate Lawton commented  ·   ·  Report

    Exactly the same as other users. This would save 100s of hours of manual work for donations that we receive.

  • Stephen Briggs commented  ·   ·  Report

    This would save hundreds of hours of time.

    We get thousands of donations monthly and currently manual data entry is the only thing that works given our reporting conditions for audit.

    Please implement this!

  • Robert Gale commented  ·   ·  Report

    Seems a fundamental gap in capability of Xero.

    Please add "Import Spend / Receive Money transactions with multiple lines into Xero" to list of requested product enhancements.

    It would save a huge amount of work for a lot of people.

    Thanks

  • Jannie Viljoen commented  ·   ·  Report

    It is critical as I did not import bank balance at the strart

  • Joy Coffey commented  ·   ·  Report

    I would like to take an excel spreadsheet and import it into the spending lines. Given the required format that I could adjust to, this would take away so much manual labour.

  • Lianne Elsdon commented  ·   ·  Report

    I would like the ability to be able to import a Spend Money file. I have 1 that I have to post every week that is over 100 lines and posting it manually is very time consuming, so an import function would be a great help

  • David Fowle commented  ·   ·  Report

    I used to work in financial software and whenever our clients asked for CSV upload capability into our system we always pointed them to our APIs instead. Perhaps that is Xero's thinking - either way it would be nice to know Xero - please can you give us some guidance here Xero support.
    Thanks

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