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  1. Bank reconciliation - Import spend & receive money transactions

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    submitted  ·  16 comments  ·  For small businesses » Accounting features  ·  Admin →
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    David Fowle commented  · 

    I used to work in financial software and whenever our clients asked for CSV upload capability into our system we always pointed them to our APIs instead. Perhaps that is Xero's thinking - either way it would be nice to know Xero - please can you give us some guidance here Xero support.
    Thanks

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    David Fowle commented  · 

    Just to confirm Kim - the product idea here is to be able to import / bulk create ledger transactions in Xero? If so I whole heartedly agree and am surpirsed this is not already possible.
    My use case: (we are a charity) If I have a receipt bank statement line of £10 this can be made up of multiple donations to different funds. Each of these donations can be extracted from Stripe or the donations software as a CSV - so I'd like to import that CSV into Xero to create the underlying transactions and thereby keep the fund balances correct but currently I have to manually create each transaction in Xero and then rec.

    David Fowle supported this idea  ·