97 results found
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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'.
1 voteThanks 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. 🙂
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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.
3 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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Revoult - Savings & Funds Bank Feed
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.
2 votesThanks 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.
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Bank Feeds - Suggestion for Lloyds Charge Card Bank Feed
The charge card bank feed from Lloyds CCDM to be implemented into Xero. Currently a manual statement has to be uploaded.
5 votesThanks, 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.
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first national bank
Please fix the bank feeds with First National Bank South Africa
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 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!!
6 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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Bank Feed - BlueVine
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 voteAppreciate 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.
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Bank Feed - Apple Card
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 votesThanks 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. 😊
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PGG Wrightson Bank Feeds
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 votesReally 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.
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Bank Feeds - Request for bank feeds for ABN AMRO Bank
Please instate bank feeds for ABN AMRO bank (the Netherlands). I joined Xero for its highly automated systems. Now I still have to download and import bank statements manually.
It adds insult to injury for the fact I have to sign up to a premium plan to be able to account in a mere two currencies. For small traders like myself with low turn-overs and no need for the majority of features larger companies need, this feels deeply inappropriate and unfair. (another idea about this topic is already live elsewhere)
11 votesHey everyone, thanks for the support on this idea.
While our Open Banking connections in the EU currently cover only Denmark and Ireland, you can still keep your ABN AMRO transactions up to date in Xero by manually importing your statements.
We'll keep en eye on the support for this here, and let you know of any updates in this area. Thanks for taking the time to share!
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Bank Feed - J.P. Morgan Chase CHASAU2X
Bank Feed - J.P. Morgan Chase
For Xero to expand their bank feed connections to develop feed that supports J.P. Morgan Chase bank
CHASAU2X
4 votes -
Bank Reconciliation - Available balance including Overdraft
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 -
Bank Feeds - Direct feeds for Griffin Bank
Are there any plans to include Griffin Bank for automatic bank feeds soon?
3 votesThanks for submitting your idea on Xero Product Idea's, Shubham. We appreciate you taking your time to share changes that would be most meaningful to you.
We don't have plans for a feed for Griffin bank atm, but we'll start to monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
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Bank Feeds - Bank feeds from Macquarie Bank
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 -
Bank feed - AllStar Credit Card
I wondered whether Xero had any plans to introduce a Bank Feed for the AllStar Credit Card?
1 voteHi Martin, it's not a feed we have immediate plans for atm. However it'd be good for us to get a sense of the demand in this through your idea here.
We will keep an eye on the support in this and share if there are any updates.
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Bank Feed - Investec (UK)
Currently, Xero facilitates bank feeds with Investec (South Africa) although does not allow bank feeds to be setup for the UK & Channel island branch - This connection needs to be setup.
26 votesHi everyone, really appreciate you sharing this idea.
We see how a direct feed for Investec (UK) would create a smoother workflow and save you time when reconciling.
In the meantime, the best option is to bring your transactions into Xero by manually importing your statements.
A direct feed for Investec (UK) isn't on our immediate roadmap right now. However, we're keeping this idea open for voting to see how much interest it gets from the community. Every vote and comment helps us understand the demand and prioritise what's most important to you all.
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Bank Feeds - Direct feed for American Express Business Credit Card in Hong Kong
American Express Business in Hong Kong
As many Business Owners in Hong Kong, I got American Express Businesss Credit Card. I still don't understand why we don't have the direct feed while some software with less accounting features like Odoo already got it.
It is urgent for Xero to arrange the direct feed on American Express Business Credit Card in Hong Kong!1 voteThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea for a direct feed for American Express cards in Hong Kong and it's now up to the community to get behind and support it.
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 Reconciliation - Suggest matches for total of multiple transactions for the same Contact
In the bank feed, recognise transactions that cover a supplier or customers total balance, or multiple bills/invoices paid together rather than only suggesting matches for 1 invoice/bill.
7 votes -
Bank feed - RHB Malaysia corporate.
Having RHB Malaysia corporate bank account feed in Xero.
1 voteThanks for sharing the bank you'd like us to build a feed with, angel. We appreciate you taking your time to share changes that would be most meaningful to you.
This isn't something we're developing just atm, but it'll be good to get s sense of the interest from your idea here.
You can find out and stay updated with Xero releases on Xero Central.
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Homepage - One clink 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.
3 votesWhen you say one click bank refresh, is there a specific place you'd be looking for this option, Martin? Currently there are some types of bank feeds that have an option to Refresh bank feed.
However how often a bank feed updates depends on your bank and each bank does things a little differently.
You can find the specifics for each bank feed here. It includes when they update, how often and if a manual refresh is available.
If you think your bank feeds might not be syncing correctly, you can check current or recent bank feed delays and issues on our status page - You can also access this from within Xero by clicking on the View status updates option from your bank feed menu.
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