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103 votes
Hi everyone, we appreciate the support we've received through this idea. Without beating around the bush we don't have any short term plans for enabling the import of spend and receive money transactions. This may be something we look into further down the track so we'll continue to track and review the idea here.
For Xero Partners you could look to use the Conversion toolbox to import bank transactions for your clients.
Kim Law
supported this idea
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3 votesKim Law
shared this idea
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3 votes
Hi team, while we appreciate you raising your idea here. Not getting much community traction overtime, and not being in our current roadmap we will remove this idea from the forums.
While I appreciate it's not solution you're after, to import transactions that match multiple statement lines you could consider importing these as Invoices or Bills.
With regard to the consideration of templates for split payments, one option could be to use the percentage split option in Bank rules rather than the fixed amount.
If this idea is still important and would make a big impact to your business flows, you're welcome to start it again to see if there is renewed interest from the community.
An error occurred while saving the comment Kim Law
supported this idea
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Xero to allow manual CSV import a precoded a single bank statement line and allow split transactions to allow reconcile multiple transactions to a single bank statement line. Currently, the Xero precoded template only allow single transaction to single bank statement.
Alternatively, Xero to allow import of new multiple transactions or cash coding totalling to a single entry to allow it be match with single line bank statement with the same receive/spent amount.