Bank Feed - providing all data available from bank such as IRD number
We have just changed a lot of our clients over from MYOB where we could get supplier account numbers, IRD numbers etc in the bank feed details, and could then set bank rules for them based on the supplier account number or IRD no & tax type etc.
With many transactions Xero gives us a lot less information. Often the supplier account number is missing, or IRD tax type & IRD number are missing - along with many other details. This makes using bank rules impossible for many transactions, and takes a lot longer to reconcile manually as we have to go hunting to find out what the transaction was for.
I have looked at the same transactions be imported into both MYOB and Xero and where MYOB will provide all this information (so it is available from the bank), Xero doesnt.
The information is available. It is valuable to us and saves us a lot of work if we receive it. Why is Xero not providing it?
Fiona Macartney
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