This topic was merged into another on Thu, 28 Jul 2016 00:38:51 +0000 Click here to see the authoritative topic.

Multicurrency sync between xero and sharesight

To round up my previous question: Is it true that I cannot integrate sharesight and xero Premium completely? although xero offers multi-currency and sharesight also, the bridge between the two does not. is that right?
1 person has
this question
+1
This topic is no longer open for comments or replies.
  • Hi Adriaan,

    Thanks for your question! The connection between Sharesight and Xero (Xero premium plans) allows for full multi-currency integration.

    The connection is established as follows:

    1.The transactions shown in your multi-currency cash account will be displayed in the original currency of the cash account.
    2.The total is then converted back to the portfolio currency for inclusion in report
    totals.
    3. The total will also be displayed in source currency to show both sources of information for a full overview of multi-currency reporting.

    Did you know you can upgrade to the Investor Plan for one month on a free trial? If you down grade before the end of the month you will not be charged. On the Investor Plan you can also try the Xero & Sharesight integration, this will give you a good insight into the workings. The Xero add-on can be trialled just like the Investor Plan for a month for free.

    To try the free Investor Plan + Xero integration please go to Settings in your portfolio > Go to Xero Settings > Upgrade to Investor Plan.

    Het doet ons plezier om iemand uit Belgiƫ onze software te zien gebruiken.

    Ik wens u een hele fijne dag toe!

    Met vriendelijke groet,

    Emma
  • (some HTML allowed)
    How does this make you feel?
    Add Image
    I'm

    e.g. happy, confident, thankful, excited kidding, amused, unsure, silly indifferent, undecided, unconcerned sad, anxious, confused, frustrated

  • Hello Emma!

    Leuk om Nederlands te horen, komende van de andere kant van de wereld!

    I will try this investor plan, it will make things more clear!

    Thanks,
    Adriaan
  • (some HTML allowed)
    How does this make you feel?
    Add Image
    I'm

    e.g. happy, confident, thankful, excited kidding, amused, unsure, silly indifferent, undecided, unconcerned sad, anxious, confused, frustrated

  • Hallo Adriaan,

    Ik ben ook blij met een van onze eerste Belgische gebruikers! :-D

    Veel plezier met het uitproberen en stuur gerust een mailtje via de help knop in je portfolio voor tips!

    Groeten,

    Emma
  • (some HTML allowed)
    How does this make you feel?
    Add Image
    I'm

    e.g. happy, confident, thankful, excited kidding, amused, unsure, silly indifferent, undecided, unconcerned sad, anxious, confused, frustrated