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Xero problem with transferring transactions from bank account

  • Member
  • Practice Licence
  • 2 posts
  • # 117867

Hi all,

I have just started working as a bookkeeper and got a client who is using Xero software. I am not familiar with Xero as was learning with Sage so please, help me with this issue.

On 1st day of the month there are over 200 standing orders coming into Lloyds bank account and it looks like not all of them are transferred into Xero so then they have to check all the transactions and add the missing ones manually.

Is it common problem with Xero? It happened third time...

Is there any way to fix this problem?

Would appreciate any answer.

Many thanks,

Monika

  • Companion Fellow PM.Dip
  • Practice Licence
  • 219 posts
  • # 117883

Hi there Monikabial,

I've asked Xero for you and they've said:

This sounds like this is a Bank Feeds issue. Currently a Lloyds feed is only available as a Yodlee feed meaning that it can be prone to missing information/transactions. The best thing to do is raise a case through Xero Central Support and let us know the affected organisations and bank accounts so we can investigate this for them.

Hope that helps!

 

Ami

  • Member
  • Practice Licence
  • 2 posts
  • # 117884

Ami @ ICB said:

Hi there Monikabial,

I've asked Xero for you and they've said:

This sounds like this is a Bank Feeds issue. Currently a Lloyds feed is only available as a Yodlee feed meaning that it can be prone to missing information/transactions. The best thing to do is raise a case through Xero Central Support and let us know the affected organisations and bank accounts so we can investigate this for them.

Hope that helps!

 

Ami


 Hi Ami,

thank you very much for your answer. Really appreciate your effort. We will do what they advised and hopefully it solves the problem.

Kind regards,

Monika

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