Practice tools - 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.
PwC Xero
shared this idea
Hi team, thanks for engaging us on the idea here. We appreciate more visibility of client bank feeds would help when managing and serving your clients day-to-day.
With the new Xero Partner Hub homepage we are designing and developing a range of widgets to help partners manage their practices. Right now, we're developing a Bank feed disruptions widget that'll help you identify any disruptions to bank feeds that affect your clients feeds, helping you to fix bank feeds as soon as they're down without delays.
This is in development atm, and I'll share an update when this becomes available within Xero Partner Hub.
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Rhiyaad Kahn
commented
This is such a great idea.
Why havent Xero implemented this already?!?
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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!