Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Bank Reconciliation: Bulk import recieved payments

    17 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  10 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Deidre Cyster supported this idea  · 
    An error occurred while saving the comment
    Deidre Cyster commented  · 

    Bank Reconciliation Import

    We would like to import a template which includes the column account code so that it goes to the specified code in that column.
    When we attempted it, Xero did not read the account code.
    We editing the CSV sheet before we import so that it goes to the correct account.
    We would like to avoid the step were we manually capture the bank recon on Xero.