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Homepage - One click bank refresh

On the dashboard and/or Accounting drop-down? I find that I have to manually refresh my Chase accounts daily to get up to date.

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Martin Ghattas shared this idea  ·   ·  Report…  ·  Admin →
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In development  ·  AdminDavina Roper (Admin, Xero) responded  · 

✨ Thanks for the suggestion – we love hearing how we could make bank feeds easier to manage.

Right now we’re not planning a single “refresh all bank feeds” button in the near future. A few reasons why:

  • Banks control timing: Many feeds update on a schedule set by the bank or provider, so a global refresh wouldn’t guarantee instant data across all accounts.
  • Reliability & limits: Triggering lots of refreshes at once can hit provider limits and make refreshes fail more often, which is a worse experience overall.
  • Security & MFA: Some feeds require multi‑factor authentication or a specific user to refresh, which can’t safely be handled by a single bulk action.

For now we’re focusing on keeping per‑account refresh reliable and clear in the new homepage banking widget, and we’ll keep tracking interest in bulk refresh for future planning.

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  • Konstantin Braverman commented  ·   ·  Report

    Hi Lacey,

    This is because smaller companies and many larger companies I have been a part of do not do book keeping once a month. They do it weekly at least, if not daily. Also, with several accounts we are matching the transaction not just the cards. Many other software systems have a master feed that will be able to see that a transaction is going from one account to another, which is super helpful and speedy.

    Having 5 different employees cards it might be best to keep it separate but also to have a way for them to send in receipts at the time of transaction so you can reconcile way more often.

  • Lacey Davidson commented  ·   ·  Report

    Maybe I am confused on this. I am experencing the new credit card feed for the master account. We have been using Xero since 2016, and have 4 credit cards under the main account holder. So I have 5 credit card bank feeds from Chase (one for each employee). The new system put all the feeds together, by date. That is not how we reconcile transactions. Each employee has to submit business expenses at the end of the period, and I will reconcile those when I know what accout and location to bill them to. So now, all 5 cards go into one feed by date. This is a huge problem when dealing with 5 cards and about 200 transactions in a four week period (I feel bad for bigger companies). Is this just me being frustrated or is this new change HORRIBLE!?!?!?!?

  • Konstantin Braverman commented  ·   ·  Report

    The more crucial and manual part of accounting is to reconcile all transactions. When a company has multiple bank accounts, credit cards, etc. it is absolutely critical for there to be a central feed that shows all transactions that have yet to be accounted for, add attachments should be a drag and drop now a hard to see icon with an easy preview once added. This should also have a master sync button to push all added feeds to update or have something that auto syncs them with a timer to customize how often to refresh them.

    It would make accounting so much faster for those that cannot or do not have things very automated or just starting to use this platform. This is the first thing I want to even see when I open accounting is all outstanding transactions that have not been sorted yet. Everything else is secondary. For those that want report first view, they can easily customize that.

  • Gerard Curtis commented  ·   ·  Report

    Hi, I also think there should be a one click bank refresh, as we have 11 bank account/credit card feeds on our homepage and it's extremely annoying to have to refresh each one individually every day. In the old home page, everytime I went to the homepage it updated/refreshed automatically without having to click any button so surely this function can be transferred over to the new home page

  • Alex Mazzuca commented  ·   ·  Report

    For business entities with several bank accounts (a dozen or more), it would be nice to have a "Refresh all bank feeds" button/dropdown somewhere on the Homepage, rather than having to individually refresh the bank feeds for each account.

  • Philippa Mitchell commented  ·   ·  Report

    I would like to be REFRESH BANK FEEDS for all accounts at one. I have multiple accounts and it would be very handy to just click on one button to update all.

  • Steven Thomson commented  ·   ·  Report

    put a "Refresh bank feed button" on each bank account tile on homepage. v. useful for a quick step.

  • Martin Ghattas commented  ·   ·  Report

    On the dashboard and/or Accounting drop-down? I find that I have to manually refresh my Chase accounts daily to get up to date.