Banking & chart of accounts

2 results found

1. Barclaycard feed to fatch Account name / payer / Card holder

   Barclaycard statement has Account name which should be reflected while syncing in Xero integration as Payer. Example, We have 3 credit cards under one barclaycard account. now while integrated the barclaycard it auto fatches the transection amount, description and date only, but there is a separate field called 'Account name' in the barcalaycard transection statement wicich reflects the payer name or the card holder name which is the only source we can identify and account for the expenses and managing bills collection from the payer or the card holder. I have raised this concern a year ago with barclays team and with xero customer support but it was finally understood that barclays has to fatch the account name and allocat the field to some new or existing field at the time of import. I would urge to include it in to any existing field if it is hard to add a new field in xero. Kindly pass on this to development term of xero as i can understand this would be easy to do this which solve a tedious job for us. Thank you.

   Barclaycard statement has Account name which should be reflected while syncing in Xero integration as Payer. Example, We have 3 credit cards under one barclaycard account. now while integrated the barclaycard it auto fatches the transection amount, description and date only, but there is a separate field called 'Account name' in the barcalaycard transection statement wicich reflects the payer name or the card holder name which is the only source we can identify and account for the expenses and managing bills collection from the payer or the card holder. I have raised this concern a year ago with barclays team… more

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   1 comment  ·  Bank feeds  ·  delete…  ·  Admin →
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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

   Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

2. Expenses - Claims for International freight

   Within Expenses, have the ability to claim International Freight charges. Many freight forwarders charge a credit card for larger values and do not offer direct debit facility. We do not have company credit cards, so it is charged to a personal card and claimed. My only work around is to charge it as a bill to the freight forwarder, then pay the individuals credit card.

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   1 comment  ·  Reconciliation  ·  delete…  ·  Admin →
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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Timothy, just trying to better understand your idea. Currently it's possible to enter a foreign currency expense claim through Xero expenses.

   An employee could submit a claim for the amount of the international freight charge to be reimbursed by the business. Is there something missing in this feature that would help here?