Go to Accounting Tab and click on the Bank Accounts module

Step 2 - Open Bank Account to view transactions

Select the bank account for which you want to view transactions

Go to Bank statements sub-tab and you will start seeing the transactions

Please take note of the following field mappings for data received from your bank within the Bank statements page in Xero.

 Information denoted with a star will only be displayed if the transaction includes it. Note that not all transactions will have all the above data.

Setting Up Multi-Factor Authentication

Access Bank Feeds in Xero

Test

BusinessDays

YourBank

MyBank

Enabling Bank Feeds (Xero)

J.P.Morgan

J.P. Morgan

Welcome

Getting Started

Pre-Onboarding Checklist (NetSuite)

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Vendor Bank Details

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Sandbox Checklist (NetSuite)

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Entity Bank Detail Release Notes

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Pre-Onboarding Checklist (Intacct)

Post-Onboarding Checklist (Intacct)

Plugin Configuration

Balances & Transactions

Fund Transfers (Intacct)

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Sandbox Checklist (Intacct)

Release Notes (Intacct)

Untitled

Pre-Onboarding Checklist (BC365)

Installation

Post-Onboarding Checklist (BC365)

Remittance Advice (BC365)

Sandbox Checklist (BC365)

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Business Central 365

Pre-Onboarding Checklist (Xero)

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Plugin Setup

Bank Feeds

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Xero

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Sandbox to Production

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