I've Connected Xero but I don't see my Deposit Only Accounts in the Transactional Account List

Q: I've Connected Xero but I don't see my Deposit Only Accounts in the Transactional Account List

A: This is because you need to set the account as a Deposit Only Account first under the Xero application settings. Please see this FAQ to set the Deposit Only Account statuses.

About Us

CashWise is a fintech company, we provide software tools for our clients to automate their treasury processes to save time, reduce errors and ensure compliance to their own pre-defined corporate operational parameters. CashWise does not custody customer assets and does not provide financial, tax, legal nor any other kind of advice or financial management service.

In Singapore, CashWise has partnered with Airwallex, a major payment institution licensed by MAS and Syfe, a Licensed Capital Markets Service provider with an exemption for Financial Advisor under MAS. More information on our operating model can be found on our risk FAQ.

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¹ Rates of return are forward projections and are not guaranteed. Please see the Syfe product page for more information.