Hi folks I’m Toby, a software engineer in the Business Banking team, and I’d like to share a new feature we’ve recently launched!
With our Xero accounting integration (available on our Pro and Team tier business accounts), you can now sync card transactions directly to Xero, along with their receipts, descriptions and payee names. To sync a card transaction to Xero, you’ll need an active Xero connection on your account. Then open the transaction in Monzo, and tap ‘Add accounting category’ - this will let you choose from the list of accounting categories in your connected Xero account (e.g. ‘429 - General Expenses’). Once you’ve chosen an accounting category, we’ll automatically sync the transaction to Xero, and keep it updated with changes you make in Monzo. See our help article for more
If you have any feedback on this feature, we’d love to hear it! Let us know using the feedback form in the mobile app, or you can reply to this thread or DM me directly.
Thanks,
Toby
P.S. On the back of Ian’s post recently
I’d also like to share the news that you can vote for Monzo in the British Bank Awards for Business Banking.