I'm new to Xero after manually working my charity accounts for the last 30 years and it's quite easy to download the .OFX file and drag it across. However allocating incoming payments to their respective codes is tedious.
I'm told there is some expensive add-on that will do it automatically, but I'm sceptical.
I'm new to Xero after manually working my charity accounts for the last 30 years and it's quite easy to download the .OFX file and drag it across. However allocating incoming payments to their respective codes is tedious.
I'm told there is some expensive add-on that will do it automatically, but I'm sceptical.