Bank Feed - Better Identification of Bank Institutions
When searching for a bank institution, you all should allow for searches for the bank URL home page and also include a logo of the bank with each institution. For example, 'First Bank' has 40 different institutions and each sound similar to the next. Please consider creating better identifiers for each bank institution Xero integrates with. (QBO does this)
Olivia Abrecht
shared this idea
Hi community, our Product team have recently made an improvement to the flow of adding a bank account in Xero. To make the task of adding a bank easier in Xero, we've enabled the option to click the information icon next to a bank and view it's URL so you can identify that you're selecting the correct bank when connecting a bank feed.
We appreciate this isn't the direct ask in the idea of being able to search by URL, and while we'll continue to monitor the feedback on this here we don't have direct plans for developing the ability to search URL at this time.
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Angela Royea
commented
Troubleshooting and connecting bank feeds are typically time consuming. Any and all efforts to make this process easier should be made.
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Diana Knaub
commented
This is very important!
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Laura Wright
commented
This would save a tremendous amount of time.
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Chloe Wiese
commented
Adding this feature would greatly assist the process in connecting bank feeds for our clients and would better our understanding of the institutions that have a connection available.