Bank Feeds - Westpac payee and description truncation
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 get incorrect matches because xero is unable to look at the merchant, and so only matches on amounts. Any transactions we have with the same amount get lumped together as a "match", which both impacts manual and JAX auto-reconciling.
Joshua Brookes
shared this idea
Thanks for sharing this idea and explaining how the current Westpac feed affects identifying payees, setting up rules and matching transactions.
The idea is open for the community to vote on and comment below. If other Westpac users are experiencing this, please add a comment with the account type affected and how the issue impacts your reconciliation. We'll start to get a gauge of the support for this from your idea, here.
Our Community team is reviewing the idea and any updates will be posted here.
