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When are transactions synced with Xero?

Written by Help @ Round Treasury
Updated this week

For Savings:
We sync with Xero whenever there is activity on the account that affects the total balance of your account. This sync occurs the next working day after activity has occurred. This includes:

  • Deposits

  • Withdrawals

  • Fees

  • Interest Received

For Money Market Accounts:

We sync with Xero whenever there is activity on the account that affects the total balance of your account. This sync occurs the next working day after activity has occurred. This includes:

  • Deposits

  • Withdrawals

We also push data on the 1st working day of every month for:

  • Yield for the previous month

  • Cash Interest

  • Fees charged for the previous month

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