99 results found
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Bank Feeds - Streamline 2FA loops for RBC
New RBC Royal Bank Feed Flinks is very cumbersome for 2FA it asks for the code twice. It also cannot see the Line of Credit feeds that has to be refreshed separately compared to the old connector (Yodlee?). Would be great if you could give feedback to Flinks for a faster connection.
2 votesHi Samantha, thanks for sharing your feedback on this. The suggestion here is to streamline the two-factor authentication (2FA) process for RBC bank feeds, reducing the need to re-verify as often when accessing your connected accounts.
We’ve updated this idea to **Gaining Support** so we can continue tracking interest and share your feedback with our teams.
A quick note: this post also mentions support for RBC Line of Credit feeds. To keep ideas focused on one improvement at a time, please create a separate idea for that request so it can gather its own feedback and support.
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Stripe - Allow user to choose payment account when creating a Stripe direct feed
Currently, if you connect a new Stripe feed, your default Stripe payment account auto updates to the new account without asking or notifying you. This is highly problematic. At a minimum, you should be notified that its updated. At best, it should ask if you want to update.
4 votesHi Allison thanks for sharing your idea, and letting us know the changes that matter most for you. We have moved this to gain some more support from the community so other users who would find this change handy can also add their vote here. 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.
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Bank feed - Separate Master card and sub cards feeds
Huge problem with the new update! Maybe it's just me.
Combining all company credit cards into a single feed is creating a significant problem for our accounting process.
We have five different company credit cards assigned to different departments, but the system combines all transactions into one feed and sorts them only by date. This means that at the end of each month, when employees submit their receipts, I have to sort through transactions from five different cards just to reconcile each department's expenses. With the old feeds, that was easy. With the new feed going into master account, it…
1 voteHi Lacey, thanks for sharing this suggestion. We understand how useful it could be to have clearer visibility of transactions across individual corporate cards and departments.
I've updated the status to Gaining Support so we can continue tracking community feedback. It would be great to hear which credit card provider you'd like this feature to be available for.
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Bank Feeds - Preview new statement balance prior to confirming bank statement imports
Importing Bank Feeds - When importing bank feeds, before confirming the import it would be useful to see what the new statement balance in Xero will be once the transactions have imported so you can reconcile it to the statement balance before hitting confirm.
1 voteThanks for sharing this idea, Amey. A balance preview during bank statement imports could make it easier to verify the imported statement lines before they’re added.
I’ve moved this post to Gaining Support so we can continue gathering feedback.
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Westpac Bank Feed Correction
Correct the Westpac Bank Feed so the fields are passed through to Xero correctly. Currently the Description (from Westpac) is put into the Payee field (which should be Merchant), resulting in truncated description payee.
This causes us several issues in our reconciling process, particularly with being unable to identify who made a purchase without logging into the westpac portal, as well as not being able to set up rules to consistently process against a contact without the merchant being passed through correctly.
I believe the matching of a transaction to a bank line is also impacted by this. We often…
1 voteHi 👋 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 🙂
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Bank Feeds - Update existing line when Revolut expense sync
I have a linked Revolut Business account. Transactions are showing up correctly. The issue comes when an already reconciled transactions is marked as expense in Revolut (and adding an invoice). Those expenses comes as a separate transactions in Xero.
The expected behavior is to update the existing transaction and add the expense info (attachment, category) to it.
2 votesHi Stefan, thanks for raising this idea. We understand why automatically matching Revolut expense syncs with existing transactions could help keep your bank reconciliation cleaner and reduce manual review.
Currently, when synced expenses create separate lines instead of updating existing records.
I’ve updated this post to Gaining Support so we can continue tracking feedback and gather more votes.
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Bank Feed - Standard Chartered Global Private Bank
Dear Support,
Please expand bank feed connections to the Standard Chartered Global Private Bank. This will assist greatly in processing bank account information in Xero.1 voteThanks for sharing what banks you'd like to see us develop a feed with, Michelle. We'll start to feel out the appetite in this feed from the community here, and I'll share if there are any plans made for developing a feed wth Standard Chartered Global Bank.
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Bank feed – AmBank Group Malaysia
AmBank Group Malaysia (including AmBank Islamic) currently has no direct bank feed integration with Xero. Malaysian SMEs using AmBank must manually export and upload CSV statements, which is inefficient and error-prone. We request Xero to establish a direct API-enabled bank feed with AmBank, similar to the existing CIMB and RHB Malaysia integrations. This would greatly benefit Malaysian businesses and support Xero's growing presence in Malaysia.
1 voteAppreciate you raising this idea, Azman. We can see how connecting AmBank Malaysia through a direct bank feed could help streamline reconciliation and reduce the need for manual statement imports.
We've moved this idea to Gaining Support so we can continue gathering feedback. We'll keep sharing interest from the community with the team as they assess future banking integrations.
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Bank feed - Display warning of consequences when attempting to disconnect feed
Before triggering direct advice to the bank to disconnect a bank feed(s), send a warning to the Xero Administrator that outlines the impending course of action in an attempt to stop an unintended consequence after archiving an active bank account.
1 voteThanks for sharing this idea, Mark. We can understand how receiving a warning before Xero sends a request to disconnect a bank feed could help prevent accidental disconnections, particularly when an active bank account is archived unintentionally.
We've updated the status of this idea to Gaining Support so we can continue tracking community interest.
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Bank Feeds - Establish direct bank feed connection for Bank of Singapore (An OCBC Company)
Dear Support,
Please expand bank feed connections to the Bank of Singapore (An OCBC Company). This will assist greatly in processing bank account information in Xero.1 voteThanks for taking the time to suggest this. We understand the request to add Bank of Singapore as a supported bank feed connection. This could help customers and advisors spend less time managing manual statement uploads.
For now, bank transactions can be brought into Xero by importing a supported statement file from your banking provider.
We've updated this idea to Gaining Support so we can continue tracking interest from the community. If this connection would help your business, add your vote and let us know more about your setup.
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Bank Feed - Moneybox
New bank feed for Moneybox Business Saver
10 votesThanks 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.
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Bank Feeds - Add automatic bank feed support for Hong Leong Bank ConnectFirst business accounts
Xero urgently needs to add support for Hong Leong Bank commercial banking accounts (ConnectFirst) for automatic bank feeds and auto reconciliation. Right now, the Hong Leong connection appears limited to personal banking, which is not useful for many real business users.
For companies like ours, the actual operating account is under ConnectFirst, not personal banking. Without commercial bank feed support, we are forced into manual uploads and manual reconciliation, which defeats the purpose of automation and increases admin workload and error risk.
Please add Hong Leong ConnectFirst support as soon as possible. This would be a high-impact improvement for Malaysian…
2 votesHi Rex, thanks for sharing this suggestion. We understand you’re looking for automatic bank feeds for Hong Leong Bank ConnectFirst business accounts, so transactions can flow directly into Xero without needing manual imports.
Having a direct connection could help make reconciliation more efficient and reduce extra steps when managing daily finances.
I’ve updated this idea to Gaining Support so we can continue gathering feedback and examples from the community.
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Bank Feeds - Enable direct bank feeds for Royal Bank of Canada (RBC) Line of Credit accounts
The new RBC connector cannot see the Line of Credit feeds and has to be refreshed separately compared to the old connector (Yodlee?)
1 voteHi Samantha, thanks for highlighting this improvement. We understand the ask to have a direct bank feed for RBC Line of Credit accounts could make it much easier to keep borrowing activity and repayments up to date without relying on manual imports.
At the moment, direct feeds for some RBC Line of Credit accounts aren't available. This means transactions may need to be imported manually, which can add extra steps when reconciling your accounts and monitoring balances.
In the meantime, you can download transactions from your RBC Online Banking account and import them into Xero using the Import a Statement option. This helps keep your account up to date while continuing to reconcile activity in Xero.
We'll continue to track interest and gather more input from others who'd benefit from this capability.
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Bank Feeds - Streamline the authority form for Co-operative Bank account
When linking a Co-Operative Bank Business account it is currently necessary to download and print off a pre-populated form, sign and then upload. Two weeks later you (I assume this is a common experience) receive a message saying the bank account number needed to be 16 digits. You then need to do the whole thing again, this time adding two zeros to the end of the bank account number so the system can recognise it.
Ideally of course non of this would be necessary but I think the piece of paper itself is a Co-Op problem not a Xero one.…
1 voteHi Carolyn, thanks for raising this with the community. We can see how a simpler way to connect Co-operative Bank accounts could make getting started with bank feeds much easier.
At the moment, the setup process for some bank feeds is determined by the bank's requirements, which may include completing and submitting an authority form before the feed can be activated. While waiting for the bank feed to be approved, you can import bank statements manually using CSV files to keep your accounts up to date and continue reconciling transactions.
I've updated the status of this idea to Gaining Support so we can continue tracking community interest. If you'd like to share more, it would be helpful to know which part of the setup process caused the most friction, whether it was the forms, the approval timeframe, or something else.
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Bank Feeds - Automated email notifications for bank feeds issue
Xero to send out an email reminder for when a bank feed either needs refreshing, has an issue, or is due, and tag as many other users of your choice in that email.
1 voteHi everyone, thanks for raising this with the community.
We can see how email notifications for disconnected or expired bank feeds could help users stay on top of issues and take action sooner when a connection needs attention.
I've updated the status of this idea to Gaining Support so we can continue gathering feedback and better understand how proactive bank feed notifications could support your workflows.
Please keep adding your votes and sharing more detail on how you'd like these alerts to work.
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Bank Feeds | Check Dates - Ability for Xero to autopopulate the check with date and payee
Currently, a check written is downloaded in the feed with the date the check cleared and no payee name. It would be fantastic if AI could read the check, enter the payee and the date the check was actually written rather than the date it cleared. That would save the user from having to look up the check on the bank website and manually editing it so that the bank reconciliation is actually correct.
2 votesThanks for submitting your idea on Xero Product Idea’s David. We can appreciate the need for AI to read the details such as payee and date when the check was written. We’ll start to track support in your idea from the community, here.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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Bank Feed - Update wording when selecting a bank account
When adding a new bank account the client needs to tick 'don't select' on all the other accounts which can be unsettling if these accounts already have bank feeds. There must be better wording for this, or remove the need to tick 'don't select'.
2 votesHi Saara, we can see how updates to the labels or instructions in the bank feed connection flow could help make setup clearer and reduce the chance of selecting the wrong account.
We'll continue tracking interest and share the feedback with our product teams.
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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.
13 votes✨ 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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Bank Feed to Japanese Bank (Rakuten Bank)
It would be great if Xero can support Japanese banks in the Bank Feed. Been looking for any API to help me connect the Rakuten Bank to Xero but I found nothing.
1 voteThanks 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!
We'll keep an eye on the interest that builds in this here and be sure to let you know if there are any developments planned to support this feed.
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Bank Feed | Fidelity - Support for (LLC) investment accounts
Please allow direct bank feeds with Fidelity. They are one of the largest financial institutions in the world!!
9 votesReturning to the idea here we appreciate while Xero currently supports feeds for Personal Fidelity bank account types it's not possible to set up a feed for investment account types.
We'd like to track and understand the interest from our community in this. We'll share with everyone here if plans are made.
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