Settings and activity
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43 votes
Hi everyone, while we have good intentions to keep this moving along, I'm afraid we've hit a few snags in the road through development of this feed.
At this time we don't have a timeframe for when we will be able to overcome these hurdles, so I'll shift this idea back to Accepted.
As soon as there is progress to share here, I'll provide an update.
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Natalie Bird
commented
Hi please may we receive an update on this? Every month I am having to download and manually update Xero for my five Chase accounts which is taking up excessive time as a self-employed person. Thanks
Natalie Bird
supported this idea
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An error occurred while saving the comment Natalie Bird
commented
Hi there, is there an update on this please? I have 5 Chase accounts that need to link into my Xero and it is a real hassle to have to do this manually every month X5. Many thanks
Hi Kelly,
I endorse Derek's message - having switched to Chase for my banking as a self-employed person four months ago now, I can report that I am having to spend 30-45 minutes every month on the Chase app/Xero website doing the following tasks five times over for my five Chase accounts:
- Logging onto the Chase app on my (Android) phone as Chase UK has no laptop/browser functionality (the Chase app is much slower than my other bank apps and often glitches, making the below steps very slow going - often they need to be repeated when the app glitches);
- Selecting the relevant account;
- Selecting "See statements";
- Selecting "Create a statement" as this is the only way to get a CSV file rather than a pdf;
- Having to manually input start and end date for the first and last day of the previous month, as there is no option to do this for me (as "Last 30 days" will not work unless it is the first day of the month);
- Downloading the CSV to my phone;
- Opening the CSV on my phone to share it to my Cloud files;
- On my laptop, downloading the Xero Excel template, saving it, opening it next to the Chase CSV, and copy/pasting the relevant columns into the Xero Excel template;
- Uploading the Xero Excel to the relevant Xero feed;
- Reconciling the transactions.
The update we are waiting from Xero/Chase would save me all steps bar the last.
To save me moving bank again (or perhaps moving accounting software), please do provide us with a realistic update asap, and/or recommend a workaround to streamline the above process.
Many thanks,
Natalie