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Bank Feeds - Bank feed form status for all users

When a bank feed form is uploaded, you can see the status of this - currently if one person has uploaded bank feed form, no one else can tell. Would be great if it just showed "bank feed form uploaded and being processed" or something

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Ellen McSweeney shared this idea  ·   ·  Report…  ·  Admin →
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Gaining Support  ·  AdminGeorgia Clarke (Admin, Xero) responded  · 

Hi everyone, thank you for this great suggestion about making the status of bank feed applications visible to all users within a Xero organisation.

We understand that when one team member submits a bank feed form, the lack of visibility can lead to confusion or duplicate work for others.

We encourage you and other members to vote, and add comments below sharing how having a shared status like "bank feed form uploaded and being processed" would improve your team's workflow.

While we don't currently have plans to build this functionality, we'll be keeping a close eye on the support for this idea here and will keep you informed of any updates.

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  • Rachel Kilgour commented  ·   ·  Report

    Agree this would be great if we could see if it has been uploaded, when and by who if possible.

  • daniel holland commented  ·   ·  Report

    I think this would be a great way to save time on raising cases with our support team, while providing as close as possible to real-time updates for partners at a glance.

  • Stephen Tan commented  ·   ·  Report

    Once a bank authority form is uploaded, it should tell you whether it is being processed or there are errors with the forms on the Dashboard of the Xero account. Currently there is no feedback mechanism until days or weeks later via email.

  • Megayanti Tan commented  ·   ·  Report

    Once a bank authority form is uploaded, it should tell you whether it is being processed or there are errors with the forms on the page. Currently there is no feedback mechanism until days or weeks later via email.

  • Tracey Miles commented  ·   ·  Report

    I agree this would be very helpful if you could see whether a form had been uploaded - and it's status.