3 results found
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Bank Feed - HSBC more frequent updates than every 24 hours
HSBC Business bank feed that updates more frequently than 24 hours in arrears. The fact that it takes more than a day for a customer payment to appear in Xero makes it hard to have effective account management.
2 votesHi Nikki — thanks for sharing this and explaining how more frequent updates would help your account management. I can see that you have raised this previously with Xero Support and as you know there is a delay of 24 hours for the UK HSBC bank feed to reduce duplicates 😣. We can assure you that we’ll keep monitoring this and will update the thread as further improvements become available. Thanks again for raising it and helping us track demand.
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Two Xero Profiles, One Bank Account, "Reconcile" needs to sync between the two profiles
Right now, I’m running two separate Xero profiles — one for my workshop and one for my retail business — but both use the same bank account. Because of this, the same bank transactions feed into both profiles, which means I’m having to reconcile everything twice.
In the Reconcile screen, it would really help to have an additional dropdown that auto-defaults to the profile I’m currently in, but also lets me switch to the other one. Essentially, the two profiles would need to sync with each other, so the figures stay accurate, while still allowing me to view revenue and…
1 voteHi there! Thanks for sharing this idea with the community.
I’ve classified this post as Feedback. While I can see how a 'sync' feature would save you time in your current setup, Xero is architected so that each subscription acts as a separate legal entity. Because of this, bank feeds and reconciliation are kept strictly independent to ensure your audit trails remain secure and accurate for tax purposes.
However, the good news is that Xero has a feature designed to solve this exact problem—allowing you to manage both business arms in one profile so you only have to reconcile once!
The Recommended Solution: Tracking Categories Instead of two profiles, you can run both the 'Workshop' and 'Retail' arms under one Xero subscription. You then use Tracking Categories to tag every transaction. This allows you to:
- Reconcile once: The bank feed flows into one place, and you just tag the…
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Reconcile - Link to open matched item
In the Reconcile Accounts view it would be great to be able to have a link to the item you are about to reconcile - like the "more info" on the statement side of the reconcile view. Often payments appear to match but it can be hard to tell without seeing the detail on the invoices or payments that have been registered against the invoice.
5 votesHi everyone, we appreciate the feedback here. Being open this isn't something we have planned in bank reconciliation atm and not getting a lot of interest overtime we will soon remove this idea from product ideas.
While a click away, if a transaction has been matched you'll find you can click Find & match above which'll open the model and you can get a little more detail about the transaction that's been selected, or click on the transaction to open it in a new idea and inspect further.
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