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Bank feeds: Yodlee feeds - Allow other users to refresh bank feeds

Allow other users other than the person that sets up a feed ability to refresh the feed.

Purpose: Save time and increase efficiency of being able to perform bank reconciliation

27 votes

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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  • Millie Howard commented  ·   ·  Report

    It takes multiple attempts daily to get our bank feed updated often involving multiple calls around the office to get the code to log in! It's meant to be convenient but what we have to go through is far from it!

  • Tayla Willinger commented  ·   ·  Report

    We need to be able to assist our clients with connecting or refreshing bank feeds; additionally some of our clients have multiple users working on their accounts and they would like to be able to refresh vs having to find the only user that can refresh bank feeds.

  • Janika Froude commented  ·   ·  Report

    This is a massive stumbling block when coverage is needed during leave or unplanned absences of team members. To connect the feed is a rather lengthy process and connecting and disconnecting it creates errors and duplicates etc so it not really a work around to quickly switch out that access.

  • Darlene Gadowsky commented  ·   ·  Report

    because there are so many issues with bank feeds our clients are getting annoyed that we are constantly requesting they refresh their feeds, they don't want the hassle & would like us to be able to do it. We also have clients who have issues refreshing the feed when they are out of country, which is frequently, and want us to be able to do it to stay current in bookkeeping.

  • Anna Humberstone commented  ·   ·  Report

    My xero bank feed is 12 hours behind transactions received in my bank. This is unacceptable. I can't give my clients timely service with this inefficiency. Please can this be expedited as a development.

  • Cath Curtis commented  ·   ·  Report

    I have a number of transactions missing from bank feed? i wanted to refresh Yodlee however there is no refresh button.....very frustrating!!!