Homepage - Show bank feed refresh/loading status
When refreshing the bank feed we used to get a "loading" type of notification on the old layout on the homepage when it was actively refreshing. Now nothing seems to be showing but when I switch back to the old layout I can see that it's "loading" (or if I click on the bank itself).
It's helpful to know if the feeds is "thinking" or not so I don't prematurely bug the client to fix on their end. And an overview of all the accounts that are loading is nice instead of having to click on each one. Thanks!
Samantha Vukovic
shared this idea
Hi everyone, it does sound like a bank feed status indicator would be a really helpful addition, giving you a quick sense of whether your imported statement lines are fully up-to-date or still processing.
We understand how important it is to have that confirmation—without a clear visual cue, it can be hard to tell if the feed is still loading, has completed, or if something has gone wrong. Knowing the current status at a glance helps you trust the numbers and act quickly if there’s an issue.
As such, we've moved this idea to Gaining Support so we can track interest in making bank feed status more visible on the homepage. It would be great to hear from the community and understand how this could make a difference for everyday workflows.
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Hein Van de Geyn
commented
New lay-out is excellent. I miss 1 thing: When refreshing my bank feed there is nothing visually indicating that this process is active and/
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Judy Herrmann
commented
When refreshing a bank feed, provide some kind of indicator in the widget that the refresh request was received. I should not have to click on the menu again in order to see that message.
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Julie Roff
commented
Homepage - reinstate the Loading bank transactions narrative when Refresh Bank Feed is clicked. Before you could see exactly what was going on. Now you have to go into Reconcile to see if the feed is loading.
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Noeline Ilagan
commented
Bank feed status is not visible on the Dashboard unlike before. For example, it does not show if the bank feeds are undergoing refresh after clicking "Refresh bank feed". It also does not show if only a specific user could refresh the bank feeds.