Bank Feeds - Set up two different bank logins from one Xero login
We have two accounts (bank & credit card) from the same institution. For bank feeds, please allow multiple logins from the same institution.
Once we login for a bank feed on one of the accounts, we can't set up the bank feed for the other account. It just asks us to choose the already logged in account.
This is documented here:
https://central.xero.com/s/question/0D51N000055543jSAA/how-do-i-connect-two-accounts-from-the-same-bank-that-have-different-logins
I also reached out to support. They said "a Xero user can only use one set of credentials (per bank) in a Xero organisation. We recommend that you ask another Xero user to login and activate the feed for the second account, as they'll be prompted to enter the alternative bank login credentials."
But it is not a great solution to provide sensitive bank credentials to another user. And otherwise, we would have to pay for and manage an extra dummy user.
Paul Poley
shared this idea
Hi team, thanks for sharing this idea and for the detailed explanation of how this affects your workflow. We understand that it's common for a business to hold multiple accounts with different login credentials at the same bank.
Currently, Xero's architecture is built to link one set of banking credentials per user in an organisation. While we'll keep this idea open to monitor interest from the community, we want to be transparent that we don't have any immediate plans to make changes in this area.
The recommended solution is to have another user in your Xero organisation connect the bank feed using the alternative credentials.
If you would prefer not to have another person involved, you can add yourself as a user with an alternative email address and connect the second feed that way. It is free to add extra users to a Xero organisation, so this will not affect your subscription cost.
We appreciate you taking the time to post on Product Ideas. We'll continue to track the demand for this feature here to help inform our future roadmap.
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Kevin Doherty
commented
bank feed from one bank/CC account to two different XERO accounts would be extremely advantageous as the NAB has only one log-in for both personal and business accounts (for ease of access).
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Jeff Magnusson
commented
+1 for this! Our credit cards and bank accounts are on separate logins with our bank, so we need to be able to have multiple bank feeds authenticated, at the same bank.