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 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
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