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1 vote
Hi Julia, thanks for raising your feedback on the Xero Gusto Payroll experience. I've shared this back with our team, and while this isn't in the immediate roadmap we'd like to gauge a wider understanding of interest for integrating with this particular retirement app provider. Make sure to share your idea with any colleagues that'd like to see this to so they can vote for your idea.
I'll share if there are any updates.
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Julia Fitzgerald
shared this idea
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29 votes
Hi David, appreciate you sharing your idea with us here. To get more understanding, can you share why you'd like to be able to download a bank statement that's being imported to Xero versus retrieving this from your banking portal?
An error occurred while saving the comment Julia Fitzgerald
commented
This is highly important to my bookkeeping business as I do not have access to clients bank accounts. In order for us to reconcile each month we do not want to have to ask the client to upload the bank statement for us when the statement could be automatically downloaded from the bank feed. This would save us a tremendous amount of time waiting for the client to get around to giving us the monthly statement. This is a critical part of our bookkeeping services.
Julia Fitzgerald
supported this idea
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OregonSaves/Vestwell integrates with Gusto when it is not embedded into Xero. So the problem is with Gusto being embedded in Xero. So if all of my clients had Gusto separate from Xero we could have the contributions automatically drafted from their business checking accounts. So it is on Xero's side and not Gustos.