Practice | Homepage - View if a clients feed needs refreshing
Being able to see which clients have feeds that need refreshing would help with taking actions quickly to ensure client data stays updated
AdminKelly Munro
(Community Manager, Xero)
shared this idea
Hi team, we recognise that staying on top of disconnected or expiring bank feeds is important for keeping workflows running smoothly.
We hear that having a dedicated view or alert on the Practice Homepage would make it easier to manage bank feed refresh across clients, rather than only picking up issues when working in a specific file.
This is now in Gaining Support so we can gather interest and share how this could make day-to-day practice management easier.
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Dan Whitehead
commented
Running multiple accounting firms each with their own Platinum Xero Partnerships. This is an idea we have been requesting for years now. FreeAgent has a great solution and Xero should be ahead of the game with this as bookkeeping and bank feeds is what Xero is built around. Xero needs to catch up.