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Banking & chart of accounts

Customer ideas for bank accounts, bank feeds and chart of accounts

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Banking & chart of accounts

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88 results found

  1. For Xero to expand their bank feed connections to develop a feed that supports Charities Aid Foundation (CAF)

    413 votes

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    Hi team, we appreciate the growing interest this idea's gaining and want you to know our product teams are very attuned to our customers desire for a bank feed for CAF bank.

    We're continuing to work closely with our third party integrators to make more bank feeds available via open banking. A feed for CAF is high on our agenda, however we're reliant on third party integrators to support this integration in order for us to deliver this for you all.

    I want to assure you we're pushing for it's integration, but we cannot commit or confirm a timeline for this work to be undertaken.

    As soon as there's progress to share we'll happily provide further updates for you all.

  2. For Xero to expand their bank feed connections to develop a feed that supports Aldermore bank

    78 votes

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    1 comment  ·  Bank feeds  ·  Admin →
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    Hi everyone, thanks for all the support for a bank feed with Aldermore Bank. We are aware of the interest here, and are currently exploring the possibility of this feed.

    As some of you have noted, the best option for now is to manually import your bank statements into Xero. This will help you keep your accounts up-to-date. You can find instructions on how to do this in our Xero Central article here: Import a bank statement.

    Another way you can help is by letting Aldermore Bank know you’d like to see them integrate with Xero. We've found that banks are more likely to prioritise building a feed when they hear directly from their own customers. They can get in touch with our team to start the process here: Register your financial institution for bank feeds.

    We want to be transparent that while we're aware of the demand…

  3. For Xero to expand their bank feed connections to develop feed that supports Unity trust bank

    59 votes

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    12 comments  ·  Bank feeds  ·  Admin →
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    Hi community, thanks for your feedback on a Unity Trust Bank feed. While a direct feed isn't available just yet, we understand that this'd save you a lot of time on manual data entry. As we work with Tink to support more open banking connections we'll move this idea through to In discovery. While this is a step in the right direction, it's not a guarantee that the feed will be developed, and we don't have a timeframe to share just yet. We'll be sure to post any updates right here.

  4. For Xero to expand their bank feed connections to develop feed that supports Cynergy bank

    41 votes

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    12 comments  ·  Bank feeds  ·  Admin →
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    Hi community, thanks for all your votes and comments on this idea – it’s great to see so much support for this idea.

    We know that having to manually upload statements takes valuable time away from running your business, especially when your bank doesn't offer CSV exports.

    I’m happy to share that we're exploring a bank feed for Cynergy Bank.

    While we can't give any commitment at this point, we'll be back once the team have had a chance to dig in deeper and share any progress. 

  5. For Xero to expand their bank feed connections to develop a feed that supports Peoples Security Bank and Trust - https://www.psbt.com/

    12 votes

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    4 comments  ·  Bank feeds  ·  Admin →
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    Thanks for sharing your idea, and letting us know the changes that matter most for you.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

    In the meantime, bank statements can be manually imported into Xero. For more information on this, please see the About manually importing bank statements support article.

  6. For Xero to expand their bank feed connections to develop feed that supports Chase bank UK

    28 votes

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    0 comments  ·  Bank feeds  ·  Admin →
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    Hi everyone, just a quick update to let you know that we are aware of this request, and we get that having a direct bank feed for Chase Bank UK would streamline your workflow and make reconciling much easier.

    Currently, the best way to get your transactions into Xero is by manually importing your bank statements.

    For now, we’ll keep an eye on the engagement and support for this bank feed here, and let you know when we have any updates on this. 

  7. New bank feed for Moneybox Business Saver

    7 votes

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    0 comments  ·  Bank feeds  ·  Admin →
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    Thanks for sharing your idea, and letting us know the changes that matter most for you.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

  8. Would be great if users could be directly notified if there is a bank feed disruption or issue for their specific bank accounts.

    3 votes

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    1 comment  ·  Bank feeds  ·  Admin →
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    Thanks for sharing your suggestion for Xero. We've reviewed the proposed changes, and your idea is now officially open for community voting and comments.

    Please spread the word! Share your idea with colleagues and others who would benefit, urging them to add their vote and specific feedback. Community support is the key to moving this forward.

  9. The ability to allocate supplier credits while matching bank payments.

    1 vote

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    0 comments  ·  Bank feeds  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  10. Can you plan to add a Wealthsimple bank feed integration for corporate accounts?

    1 vote

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    0 comments  ·  Bank feeds  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  11. Recognising Bank Account "Spaces" or "Pots" eg Starling, Monzo etc

    Most modern banks are now providing this extremely useful facility, so it would make sense for Xero to incorporate recognising these kind of transactions please (rather than us having to manually enter fake transactions to move them out of the bank account.

    Xero currently doesn’t show/cope with moving money around Spaces within a bank account?Come on guys, loads of banks are going towards this kind of functionality!
    We can even pay DDs right from a Space.

    Pls can you add maybe “sub-accounts” indented underneath each Bank account to show where…

    1 vote

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    0 comments  ·  Bank feeds  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  12. Bank feeds for Commonwealth Bank personal credit cards

    1 vote

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    0 comments  ·  Bank feeds  ·  Admin →
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    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  13. The charge card bank feed from Lloyds CCDM to be implemented into Xero. Currently a manual statement has to be uploaded.

    4 votes

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    0 comments  ·  Bank feeds  ·  Admin →
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    Thanks, Antoinette for submitting your idea.

    We've reviewed your idea and now it can gain support from other community members.

    Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.

  14. Until recently I have been manually importing my monthly BlueVine Statements into Xero. This is a far from ideal approach since from a reporting and receivables standpoint, the data will always be stale and out of date. This leads to events like automated past due reminders going out for receivables that have actually been received and marked as paid.

    I just recently learned of the bank feed integration with Yodlee, but the quality of the data provided by this service is heavily flawed by sending over incorrect analysis codes with transactions that cannot be removed or edited. While it does…

    1 vote

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    1 comment  ·  Bank feeds  ·  Admin →
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    Appreciate you sharing why the Yodlee feed doesn't currently fit your needs, Jeff.

    We're always keen to hear the new feed connections our customers would most like to see. We don't have immediate plans for a direct bank feed with BlueVine, however we'll start to get a feel of the this through support in your idea here, and can keep you updated if any plans are made.

  15. Create relevant pull program that will reach out from XERO execute the NZ bank feed. Meaning a bank feed on demand, rather than at scheduled times. So using the open banking API's that already exist in the NZ banking environment, send a call from XERO to execute the Bank outbound API with the relevant bank feed data, and pull into the XERO inbound API. Then the bank reconciliations in XERO can be then be done on demand as required,

    1 vote

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    0 comments  ·  Bank feeds  ·  Admin →
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  16. I would love a bank feed (ideally a direct feed) that supported Apple Card. A number of other financial programs support it - Xero should too!

    2 votes

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    0 comments  ·  Bank feeds  ·  Admin →
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    Thanks for sharing, Peter.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero. 😊

  17. The receiving of PGG Wrightson's bank feeds within 4 working days of end of month (as currently stated in support/help) seems to no longer be the standard time frame.

    Can you please review with PGGW whether the time frame provided needs updating so we don't need to keep contacting support for confirmation as to whether there is an issue or just a slow month when feeds aren't through by that 4th working day.

    No one wants a repeat of April 2025 when the feeds were not received until 19th May.

    Feel a bit stupid when clients rings asking about where…

    2 votes

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    0 comments  ·  Bank feeds  ·  Admin →
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    Really good for us to get a sense of new bank feeds our customers would like to see us develop feeds for. Thanks for sharing your idea here.

    We'll gauge interest in a PGG Wrightson Bank feed through your idea and keep you updated if there are any plans made.

  18. Xero already supports a Revoult bank feed for the 'Main' account but when bank a feed established it does not include the 'Savings & Funds' bank feed.

    As Revoult offer the 'Savings & Funds' account as part of the standard business account offering, majority of customers would use the 'Savings & Funds' account too as it is interest generating.

    Please add a bank feed for the Revoult Savings & Funds to make it a seamless reconciliation process.

    1 vote

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    0 comments  ·  Bank feeds  ·  Admin →
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    Thanks for sharing your interest in supporting more Revolut account types, Jon.

    It's now time for the community to get behind and support your idea.

    We'll be keeping a close eye on the traction this builds here, and will post an update if there is any progress.

  19. In the bank account settings, add an optional data field to enter in the Overdraft limit on a bank account. Then on the dashboard screen, show the net available balance of current bank balance + the undrawn Overdraft limit.

    Purpose - to save the user from having to manually calculate how much is available to make supplier/payroll payments or login to internet banking prior to check.

    Should also be a simple feature to add.

    9 votes

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     ·  4 comments  ·  Bank feeds  ·  Admin →
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  20. Ive moved form Quickbooks to Xero (I guess this is common).
    Xero does not accept bank feeds from Macquarie Banks - Offset Accounts.
    It's very frustrating to manually have to import bank statements every month and I would love if they could please collaborate so it can occurs. It makes it tedious for my business and I lose hours trying to do it every time.

    Cheers

    10 votes

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     ·  4 comments  ·  Bank feeds  ·  Admin →
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