Xero HQ - Bank connections page for all clients
Bank connections page allowing you to view all clients' bank feed statuses in one central location and easily update the connections for your clients in one go rather than navigating to each client’s account.
FreeAgent now has this ability, so will Xero follow suit and save hours if not days reconnecting bank feeds? https://www.freeagent.com/blog/industry-first-in-banking-1/
Dan Whitehead
shared this idea
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james oliver
commented
Managing bank connections for multiple clients in Xero HQ can sometimes feel overwhelming, especially when juggling other daily tasks. Organizing workflows and creating small routines for efficiency can really help reduce stress. For tips on simplifying busy family schedules and keeping life balanced while handling multiple responsibilities, resources like Mom Blog
offer practical advice and ideas that make everyday planning a little easier for parents. https://momenvyblog.com/