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Bank Feed - Ability to manually 'Get statements'

https://quickbooks.intuit.com/learn-support/en-us/help-article/statement-reconciliation/get-bank-statements-directly-bank-reconcile/L6n7CYm9Z_US_en_US

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

Hey everyone! The ability to manually refresh your bank feed really depends on the type of connection you have. For many banks connected via Yodlee, you can already give the feed a nudge and refresh it manually within Xero when you're ready to reconcile. Some of our direct API connections also support this, with a few even importing transactions in near real-time.

As this feature is only available on some feeds, we've moved this idea's status to 'Gaining Support' to align with our new statuses for Xero Product ideas. You can read more about this on our blog. 

While building a manual refresh option for every feed type is not on our immediate roadmap, we're keeping a close eye on your votes and comments to help us gauge demand for future work.

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  • Emelie Bankston commented  ·   ·  Report

    My original post was to get the actual bank statement pdf downloaded into Xero automatically. Not refreshing the feed. Would love to click on the bank statement from the bank while in Xero to view it.

  • Gary Leber commented  ·   ·  Report

    This will make life easier to be up to date with reconciliations any time that I want, and also I will not need to check with the bank or credit card facility when I need to review the most recent transactions, as they will be already visible in Xero.

  • Gary Leber commented  ·   ·  Report

    Can Xero arrange for real time importing of transactions, where allowed by the relevant financial institutions, rather than just daily feeds?

  • Sophie Storm commented  ·   ·  Report

    Dext has this ability would be good if Hubdoc could do this too

  • Cris Pagcu commented  ·   ·  Report

    I’d like to suggest enabling the ability to fetch bank statements and check images directly, especially since Xero already offers a bank feed feature.

    QuickBooks Online (QBO) includes this functionality, where statements and checks are automatically retrieved and saved in the file section. It would be helpful to have a similar feature in Xero.

  • Taylor Clouse commented  ·   ·  Report

    Ability for Xero to pull in Check images into the bank feed like QBO does with some banks.

  • Allan Roma commented  ·   ·  Report

    Please add back the Direct bank feed connection to download statements.

    This feature was removed in April 2022, but I don't understand how Xero has a direct bank feed connection with RBC Royal Bank of Canada, but Hubdoc is unable to do this.

    Seems like an easy fix using the same connection with Yodlee.