Filter Transactions Down To the Minute with Advanced Filtering

Streamline reconciliation with Zeller's Xero Bank Feeds. No business owner looks forward to manually reconciling their accounts. We’ve partnered with Xero to reduce the admin load of manual transaction uploads and reconciliations so you can focus on more important tasks. Xero’s online accounting software provides visibility of your business accounts in a simple, smart and secure way. With Xero Bank Feeds, transactions processed through your chosen Zeller Transaction Account are automatically uploaded to your Xero organisation. With Zeller, there’s no need to wait until close of business — an up-to-the-minute feed of your incomings and outgoings will appear in Xero. This powerful integration helps you to: simplify your business accounting with an automatic, integrated feed of Zeller transactions to Xero. save time and run your business more efficiently by eliminating the need to manually import your transactions every day. securely share accounting information to third parties, without the security risk of sharing your credentials. understand your cash flow with up-to-the-minute transaction uploads, enabling you to simplify your tax returns, more easily control cash flow and make smarter business decisions. Connect your Zeller Transaction Account to Xero in just a few clicks today. What is a bank feed? A bank feed automatically sends information about transactions to your accounting software. Together, Zeller works with Xero to automatically import transactions from your Zeller account directly into your Xero organisation. Xero direct bank feeds ensure transactions are accurately reflected across your most-used financial and reporting tools, giving you an up-to-the-minute view of your cash flow at any point in time. When you use bank feeds, both incoming and outgoing transactions flow seamlessly into Xero — reducing manual admin as well as the risk of data entry errors. You can even grant secure access to third parties, like your accountant or bookkeeper, to help you forecast and plan from the exact same data. Why set up a bank feed with Xero? A streamlined payment and reconciliation system allows business owners to see their true financial position at any point in time. Zeller’s automatic bank feeds help you stay in control of your finances while saving time on manual data entry, by enabling you to keep track of your incomings. All of this arms you with insight you can use to grow your business and makes tax time easier. By giving you the ability to grant secure access to third parties, such as your accountant or bookkeeper, it also streamlines your accounting and reporting tasks. Setting up Zeller and Xero bank feeds Using Zeller’s integrated bank feeds is an easy way to take control of your cash flow, and improve your business. Plus, it’s free to set up. Before setting up a Xero direct bank feed, you'll need: a Zeller Account to be accepting transactions into your Zeller Transaction Account and/or spending using your Zeller Mastercard to be logged in to Zeller Dashboard to be registered as a customer with Xero Connect your bank feeds Many small business owners already use business accounting software, like Xero. To set up bank feeds: log in to Zeller Dashboard navigate to the new Xero Bank Feeds Integration connection by clicking to expand Settings, then clicking Connections Read and accept the disclaimer Click Connect Follow the prompts to authenticate the connection with Xero, then connect your bank feeds by following these steps: Select which Xero organisation you want to integrate with Zeller, and click Next. Select which Zeller Transaction Account to share with Xero, and click Save. You’ve now set up bank feeds in Xero. Update your bank feeds Once your direct feed is connected, statement lines will automatically appear in your Xero organisation — ready for you to reconcile. You will never need to manually upload or update your transactions again. Transactions from your Zeller Transaction Account are immediately and seamlessly uploaded to your Xero organisation. With Zeller, there’s no need to wait until close of business. Speed up your reconciliation with bank feeds today This powerful Zeller and Xero integration is built to save time, reduce human error, and give you an up-to-the-minute view of business finances. Bank feeds bring all of your financial information together in one spot so you can make important business decisions. As a financial services provider , Zeller is committed to streamlining daily tasks for business owners — giving them back time to focus on growing their business. Stay tuned for more exciting updates to your Zeller account, coming soon.

Add, edit and view critical information for every transaction with ease. Notes are a powerful way to store and access additional information about transactions accepted via Zeller Terminal . Invoice or other important reference numbers, customer information, collection details and more — the information you choose to record is up to you. With Zeller’s note functionality, you’ve got 1,000 characters to play with. Having the ability to add a note directly from Zeller Terminal means important information can be captured and stored in seconds. Incorporating transaction notes into your business processes will reduce double handling of information, leaving less room for human errors, and enable you to quickly access important information from both Zeller Terminal and Zeller Dashboard. Using transaction notes in your business A note can be quickly and easily added to a transaction at the point of sale, or after the transaction has taken place. There are many ways to use this flexible functionality in your business. For most Zeller merchants, a transaction note will be the ideal place to record reference information such as invoice numbers. Here are some more ideas to get you started thinking about all the ways transaction notes could be used in your business. Store a customer's name and contact details, such as phone number If the customer is coming back to the store to collect a purchase, add the collection date and any deposit details For refunded transactions, keep track of the reason for the refund Add general notes about the sale However you choose to use notes in your business, having the ability to access pertinent transaction information in seconds will streamline everyday tasks and enable you and your staff to provide an elevated customer experience. Adding a custom note at the point of sale When a customer taps, dips or swipes their card or other device to Zeller Terminal, the transaction is instantly processed. The Approved screen appears, signalling to both the customer and staff that the transaction has been successfully processed. From this screen, you can: print a receipt send a customer their digital receipt process a new sale and now, add a note to the transaction. To add a note to the transaction, simply tap Notes and a custom field will appear. Type the note directly onto Zeller Terminal and tap Save. Zeller Terminal will store the transaction note against the relevant transaction and return you to the Approved screen. In the event a transaction is declined or fails, follow the same process to add a note to the transaction. Adding a note via the transaction list Notes can also be added to transactions that have already occurred. Depending on the type and length of information you want to store against transactions, you may wish to type the note after a customer has left your store. Simply navigate to the transaction list on Zeller Terminal, open the relevant transaction, and tap Add a note . The custom note field will appear. Type your note, tap Save , and your note will be stored against the transaction — readily accessible on Zeller Terminal and in Zeller Dashboard. Zeller gives you a clear view of every transaction When you take payment via Zeller Terminal, critical transaction information is just a few taps away. Each transaction record contains thorough details, including: time and date the transaction was processed status of the transaction which Terminal and Site the transaction was processed through sales totals, including surcharge, tip and GST a transaction note. The ability to see all of this information in one spot reduces the number of steps you need to take in reconciling your accounts, and enables you to put that information to use to improve business processes. Sign up to stay in the loop Subscribe to our Business Blog to be the first to hear about exciting updates and new features. If you have any questions, reach out on Facebook or call our Support team on 1800 935 537. Or, email feedback@myzeller.com to provide any product feedback or feature ideas to our team directly. Our Support team works side by side with our developers, so your feature recommendations can be considered and implemented in days — not months.

For well over 100 years, Australian businesses had no option but to do things the ‘bank way’ – slow, complicated, 9 to 5, siloed, restrictive and riddled with fees. Fast forward to 2024, and despite incredible advancements in technology, the banks’ business offerings haven’t changed all that much. They’re still slow, overly complicated, 9 to 5 (at best), siloed, restrictive and riddled with fees. That’s why we’ve built the Zeller Transaction Account – the smarter, faster, fee-free way to manage all of your business finances, directly from your smartphone or computer. Who is a Zeller Transaction Account for? Whether you’re a sole-trader or a large, multi-location business, a Zeller Transaction Account has all the features you could ask for to manage your business finances. Issue unlimited physical and virtual business debit cards instantly, enjoy real-time transaction reporting, create multiple free transaction accounts for different projects or business locations, seamless Xero integration, zero fees, a better savings interest rate than with what’s on offer from the big 4, plus so much more. Why switch to Zeller Transaction Account? Let’s face it, running a business is tricky enough already without having to battle your bank’s outdated processes. With a Zeller Transaction Account, you get: Easy setup · Open your Zeller Account in minutes (no branch visits, no paperwork). Organise your money · Open unlimited transaction accounts and attach multiple virtual or physical cards to each of them. Free, unlimited debit cards · Access your funds anytime with no extra cardholder fees. Grow your savings faster · Enjoy a better interest rate than you’d get with a big-4 bank with our high interest business savings account. Zero fees ·  No account maintenance fees or monthly fees. No minimum balance requirements ·  Deposit as much or as little as you like. Integrate with Xero · Automatically reconcile your settlements and transactions. Control your finances on the go ·  Keep tabs on your finances with the Zeller App. Understand your spending · Attach contacts to each transaction, build your customer and supplier list and see who you’re spending with regularly. Track your expenses ·  Set spending budgets for team members, pay bills fast with BPAY, attach receipts and add notes for fast reconciliation. Fast access to your money · Nightly settlements so your cash keeps flowing. Dedicated mobile app · Easily manage your finances on the go. 7-day support · Get help when you need it from our friendly team. We urgently needed a business bank account, but Commbank made the process so difficult. With Zeller, everything was incredibly easy — we had our account and EFTPOS machine set up right away. Monica Bugno, The Last Supper, Darwin Ready to make the switch? Opening a free Zeller Transaction Account takes less time than grabbing a coffee. Say goodbye to hidden fees, low interest rates, and restrictive branch opening hours. Say hello to a seamless, secure, feature-rich experience designed for modern businesses. It’s time to get more with a Zeller Transaction Account.