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4 votes
Hi Paul, thanks for sharing this suggestion. We understand the request for a direct bank feed for Cynergy Business Saver accounts, which could reduce the need to manually download and import bank statements. You can refer to this article for more information on supported accounts.
I’ve updated the status to Gaining Support so we can continue tracking interest. While there are no immediate plans from Cynergy to support this account type for bank feed, we’ll keep monitoring feedbacks in this space and update you here if there's movement with this request.
Paul Skirrow
shared this idea
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42 votesPaul Skirrow
supported this idea
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204 votes
💫 Thanks everyone for sharing your feedback here and for continuing to support this idea.
We know the conversation on this has been building over time, and we really appreciate everyone who’s taken the time to add their vote and explain how this would help in day-to-day work.
We’ve reviewed the idea and are updating the status to Gaining support so it can stay open for votes and comments from the community. Please keep sharing and supporting the idea so we can continue to gauge community interest. If you’d like to add more detail on how this would help your workflow, that context can be especially useful for our product teams as they review the ideas customers care most about.
Thanks again for taking the time to share your thoughts and support here.
An error occurred while saving the comment Paul Skirrow
supported this idea
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When I receive a quote by email from another Xero user I'd like to be able to import it to create a purchase order and/or a quote to one of my customers (with appropriate markup).
I see that some documents from other Xero users CAN be imported so why not quotes which would be especially useful. Currently we have to copy/paste text which it is tedious, time-consuming and error-prone.