Practice Manager - Dashboard for client bank feed status
I'd like a dashboard showing all clients listed under our organization with all banking details as well as in the moment bank feed status (ie: is the bank feed active, does it needs to be refreshed, has it dropped). This would enable those that have many clients under their organization to work smarter to fix bank feeds as soon as they're down without delays.
90
votes
PwC Xero
shared this idea
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Arshpreet Arora
commented
It will be really helpful to keep track.
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Vince Xu
commented
It's critical for us to provide timely service to our clients.
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Angie Guevara
commented
Our team will absolutely benefit from it!
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Tori Giles
commented
This would be super helpful!
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Priyanka Roy
commented
this would be a great addition!
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Elena Zappa
commented
This would be very useful!