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  1. Good afternoon. I've got a client who's staging for making tax digital. They're a client who is a cash-based business, so therefore doesn't

    Good afternoon. I've got a client who's staging for making tax digital. They're a client who is a cash-based business, so therefore doesn't reconcile a bank account, and they're just using the Xero mobile app to record receive money and spend money transactions for their cash. We've come up against a roadblock because it looks like the Xero mobile app doesn't allow you to do receive money transactions, only spend money transactions to the cash account. Is this correct or is there a workaround?

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    0 comments  ·  Bank accounts  ·  Admin →
    Feedback  ·  AdminDavina Roper (Admin, Xero) responded

    Hey Joshua, thanks for reaching out and sharing this feedback.

    If your client doesn’t receive money into a bank account, they can create a separate cash account in Xero—for example, “Cash Account”—without connecting a bank feed. They can then use this account to record Receive Money and Spend Money transactions through the Accounting app.

    For further guidance on setting this up, we recommend raising a case with Xero Support. The Support team will be best placed to help with the specific setup and answer any questions.

  2. Adding Al Baraka Bank to list of banks

    I represent Albaraka Bank South Africa, and we’re interested in becoming a supported direct bank feed within Xero so that our mutual clients can pull statements directly into the platform.

    Could someone from your banking integrations or partnerships team please reach out to me to discuss the process and requirements?

    1 vote

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    0 comments  ·  Bank accounts  ·  Admin →
    Feedback  ·  AdminKelly M (Community Manager, Xero) responded

    Hi Waseem, thanks again for reaching out. Engaging with out banking team I understand they have also received an inquiry directly and have now made contact to meet and discuss.

    We appreciate your interest.

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