Case Study | Coveo Relevance Generative Answering

How to Increase Self‑Service Resolution by 20% in 6 Weeks

Go from simply solving customer problems to enhancing your entire CX. See how Xero uses Generative Answering to deliver a smoother, more personalized, intuitive journey – with proven ROI.

Generated answer for you
To manually import a bank statement into Xero, you can follow these steps:

1. Download your bank statement in a comma-separated value (CSV) format from your online banking, or create an import file using Xero's template.
2. Adjust the file details if necessary.
3. Save the bank statement file to your computer in the .csv format.
4. In Xero, go to the Accounting menu and select Bank Accounts.
5. For the relevant bank account, click Manage Account, then select Import a Statement.
6. Click the link to download the Xero CSV template file if you need to create your own import file.

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