Once you have connected your account, we will post all your completed financial activity into Xero every 6 hours. This will include all financial activity i.e. bank withdrawals, ATM withdrawal, interest charges, card payments, chargebacks, refunds, reward redemptions.

The first time you set up the feed, we will also sync all your previous transactions from one year prior to the current date.
Pending transactions will not be posted to Xero until they are complete.

The statement lines will appear in your Xero account under the bank accounts tab ready to be reconciled with any invoices.
For card payments, the last four digits of the card that the purchase was made with and the merchant name will appear in the ‘payee’ column.

The transaction type will show under the ‘Particulars’ column.
 

We are currently in beta testing of our Xero integration. If you would like to be involved please drop us an email to contact@capitalontap.com.