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3 results found

  1. Bank Feed - Chase bank

    21 votes

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    We’ll send you updates on this idea

    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Emily Rutterford supported this idea  · 

  2. Bank Feed - Charities Aid Foundation (CAF)

    129 votes

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    41 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Middleton (Admin, Xero) responded

    Hi everyone, we appreciate all the interest a feed for CAF has gained and we want you to know this has definitely got attention from our product team, and something they hope to explore in the future however we can't provide any timeframes around at this time. I'll be sure to keep you updated of any progress that moves this along. Thanks

    Emily Rutterford supported this idea  · 

  3. Contacts - Import with contact Group

    117 votes

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    submitted  ·  46 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Emily Rutterford commented  · 

    I need to be able to bulk import clients in different contact groups. This is so I can use a third party app to migrate details across with their groupings (Adfin). This is for subscriptions we want to take by direct debit, however it would also be good for adding the client manager as a contact group (within our accounting firm).

    NOTE: The XERO AI answer to this is incorrect, see attached - you can not bulk update via import the contact groups.

    Emily Rutterford supported this idea  ·