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Frequently Asked Questions
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| Hang Seng Business Internet Banking Accounting Software Integration - "Third Party Connections" Tool |
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| Q: |
Which account types are eligible for Third Party Connections? |
| A: |
The following account types are eligible for Third Party Connection:
| - Business Integrated Account - HKD Current, HKD Savings and Foreign Currency Statement Savings. Other account types within a Business Integrated Account will not be supported. |
| - HKD Current accounts |
| - HKD Savings accounts (Passbook and Statement Savings) |
| - USD Passbook Savings |
| - Foreign Currency Current Accounts |
| - Foreign Currency Statement Savings |
| - RMB Savings accounts |
| - Time Deposit accounts |
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| Q: |
What is Xero? How do I use certain services or features in Xero? |
| A: |
Xero is a cloud-based accounting software system. For more information, please visit Xero's website at https://www.xero.com/hk/ or contact Xero customer service via http://support.xero.com.
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| Q: |
Do I need to pay for HASE-Xero Third Party Connection Service? |
| A: |
No, there is no additional cost for setting up bank feeds from HSBC to Xero. |
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| Q: |
How can I set up Third Party Connections? |
| A: |
Simply log in to Hang Seng Business Internet Banking as a Primary user and select "Manage Third Party Connections" under "Cash Management" in the menu. If you encounter any problems, please contact Xero customer service via http://support.xero.com. |
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| Q: |
All users are allowed to manage Third Party Connections? |
| A: |
No. Only Primary user can manage Third Party Connections. |
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| Q: |
What information will be shared between Hang Seng and Xero? |
| A: |
After giving your consent through Hang Seng Business Internet Banking, your account statement data, such as account balance and transaction details, will be automatically shared with Xero on a daily basis, commencing after two business days. |
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| Q: |
I encountered an error or rejection message when I set up or revoked my Third Party Connection. |
| A: |
If you see "Service is temporarily unavailable. Please retry later.", please relaunch the page later. For any other error or rejection messages, please contact Xero customer service for assistance at http://support.xero.com. |
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| Q: |
When can I see my account statement data in Xero website after setting up my Third Party Connection? |
| A: |
If you set up your Third Party Connection before cut-off time, your account statement data will be reflected in Xero website after two working days; if you set up your Third Party Connection after cut-off time, your account statement data will be reflected in Xero website after three working days. |
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| Q: |
When will Hang Seng stop to send my account statement data to Xero after revoking my Third Party Connection?
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| A: |
If you revoke your Third Party Connection before cut-off time, Hang Seng will stop to send your account statement data after two working days; if you revoke your Third Party Connection after cut-off time, Hang Seng will stop to send your account statement data after three working days. |
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| Q: |
What is the service cut-off time for Third Party Connection?
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| A: |
Third Party Connection service cut-off time is from Monday to Saturday 5:00pm (not including Sunday and Public Holiday). |
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