Skip to main content

What information is sent to Xero?

T
Written by Tom Jackson
Updated over 7 months ago

Any action that changes your total balance in your Treasury or Vault.

For Treasury:

  • Deposits into Round Treasury

  • Withdrawals from Round Treasury

  • Unrealised interest (per month)

  • Fees

  • Cash Interest (if you have an Interactive Brokers Account)

For Vault:

  • Deposit into Round Vault

  • Withdrawal from Round Vault

  • Interest Received

  • Fees

Did this answer your question?