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 community, we've released a new Bank feed alert widget which will show if there are clients in the practice with a bank feed disruption.
We appreciate the initial request was a bit broader asking for the ability to also show when a client has a feed that needs to be refreshed or there is a connection issue and I've created separate ideas where we can track interest in each of these capabilities to consider for future improvements. Please do add your vote for each that you'd like to see too, and we will keep you updated if there are any developments for either of these.
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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!