Exporting SmartDoc360 to Xero

John Peppas

• 14 November 2024 01:40

After reviewing a Bank Statement, we have the option to Export/Import into Xero.

When opening Xero, the software seems to default to the first bank statement,

would it be possible to have SmartDoc360 read the bank statement, locate the BSB and Account Number, and then have Xero set to the same bank account for importing

1

• 

  Andre Jones

  • 14 November 2024 02:42

  Hi John, 
  Thank you for providing feedback, we appreciate it. 
  I will make sure this is looked into by our Product Team to see if we can implement this in future releases. 
  Cheers

  0

Please sign in to leave a comment.