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Thanks for your continued feedback and patience on this long-standing request. Our team has started to build this out, and we’re looking forward to sharing more as development and testing progresses.
This release will support ingestion of bank statement data via the Bank Feeds API for accounts where a bank feed has not been established and allow customers to automate the current manual file upload process.
As part of this work, we’ll be running a beta with a small group first (from mid June) so we can test the experience and gather feedback before broader availability. We’ll continue to post updates here as we reach key milestones.
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Matthew Gertner
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3 votesMatthew Gertner
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An error occurred while saving the comment Matthew Gertner
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For us the main priority is to be able to specify different accounts for different currencies. We book payments in Freshbooks in USD, GBP, EUR and others. Each of these goes into a different bank account. The current Freshbooks integration is useless to us since it assumes that all payments go into the same account, which has to use our primary currency.
Our bank (Raiffeisenbank) doesn't have a supported feed, so I configured it to send us bank statements daily by email. I think spent a couple of hours hacking together a Python script that downloads the emails and parses the bank statements. The missing step is to import the statements into Xero via the API (I can easily generate OFX, QIF or CSV). Unfortunately I gather that there is no way to import a statement using the API.
We'll import manually for now but since we are receiving new statements from the bank everyday, it would be fantastic if my script could simply import them automatically (essentially simulating the automatic feed).