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3 results found

  1. Bank feed - Cynergy Business Saver account

    For Xero to expand their bank feed connections to develop feed that supports Cynergy Business Saver accounts.

    Xero claim to support all bank account types but it does not work with Business Saver accounts.

    Note, I do not have a business current account with Cynergy, only a Busines Saver account.

    4 votes

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    2 comments  ·  Bank feeds  ·  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. Westpac Bank Feed Correction

    Correct the Westpac Bank Feed so the fields are passed through to Xero correctly. Currently the Description (from Westpac) is put into the Payee field (which should be Merchant), resulting in truncated description payee.

    This causes us several issues in our reconciling process, particularly with being unable to identify who made a purchase without logging into the westpac portal, as well as not being able to set up rules to consistently process against a contact without the merchant being passed through correctly.

    I believe the matching of a transaction to a bank line is also impacted by this. We often…

    1 vote

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    0 comments  ·  Bank feeds  ·  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 🙂

  3. 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.

    1 vote

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    1 comment  ·  Reconciliation  ·  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?

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