BNZ Direct Bank feeds - Add extra instructions during set up
When clients are activating new BNZ Direct Bank feeds for new Bank a/cs from Xero, many are getting caught out accidently adding into Xero other BNZ bank a/cs listed on BNZ online because they are not specifying the don't connect option for other bank a/cs that are not related to their business. If they don't select any option for other listed bank a/cs, these Bank a/cs get auto set up with a bank feed in the Xero they are currently logged into.
It's a pain to remove unwanted bank a/cs from Xero especially if they have started importing transactions or worse the client started coding transactions.
Xero and BNZ need to be more specific with instructions in these Activation screens otherwise clients will keep adding BNZ bank a/cs into Xero that they don't want.
Michael Doo
shared this idea
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Michael Doo
commented
First step with unwanted bank a/cs is deactivate the Bank feed via the Manage menu for that unwanted bank a/c. If any bank transactions have been imported via bank feed, don't code them, go into that bank a/c and select Bank statement tab, view by Bank statement and delete all the imported bank statements. Once all bank statements are removed for that bank a/c so it's empty again, then go to Chart of Accounts, locate that Bank a/c in the codes( likely has no Code assigned to it) and delete or Archive it.
If you have accidently coded imported transactions, you need to the Account transactions tab, tick all and click remove and redo, then delete the bank statements that have been imported via the bank feed.
Good Luck!
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Christine Robertson
commented
As I find myself in this situation, how do you remove the unwanted bank accounts?
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Michael Doo
commented
Bit of prevention will save alot of time.