Automatic bank statement
It would be nice to have automatic bank statement transfers, as a customer why I got Xero is to spend less time with these manual things and let my bookeeper handle everything. But now I still have to manually email 10 statements a month to Hubdoc and that is still precious time lost on things I hate to do
ladan sheybani
shared this idea
Hi Iadan, I'd recommend connecting with your Bookkeeper to see if bank feeds could automate this process for you.
As suggested (thank Anthony!) Xero connects to many banks and can automate the import of bank statements with bank feeds.
They can reach out to our Xero Support team through Xero Central if they need a hand.
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ladan sheybani
commented
My Bookeeper needs bank statements she says
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Anthony Landamore
commented
ladan sheybani commented
"If this is not resolved , I will be shopping for an accounting system that automatically retrieves monthly bank statements"Xero can automatically retrieve bank statement transactions daily, via Bank Feeds.
So I don't understand your problem. Is it something else? -
ladan sheybani
commented
If this is not resolved , I will be shopping for an accounting system that automatically retrieves monthly bank statements