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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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57 results found

  1. Could you please look into integration with Caixa Bank? Such a pain doing manual import of bank statements

    1 vote

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    0 comments  ·  Bank feeds  ·  Admin →
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    Thanks for sharing your idea, Ellen. We appreciate there are more banks our customers would like to see us to connect with and save manual efforts involved in having to import bank statements manually.

    We'l start to get a sense of the wider interest in a feed with Caixa and I'll be sure to let you know here if there are any plans made for this.

  2. 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 vote

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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!

    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.

  3. 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…

    1 vote

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    0 comments  ·  Bank feeds  ·  Admin →
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    Hi 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.


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

    5 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.

  5. 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 votes

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    1 comment  ·  Bank feeds  ·  Admin →
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    Hi 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.

  6. Please allow direct bank feeds with Fidelity. They are one of the largest financial institutions in the world!!

    8 votes

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    7 comments  ·  Bank feeds  ·  Admin →
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    Returning 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.

  7. Support Morgan Stanley Client Serv.
    Just signed up for Xero today, and now I have to cancel because you don't support my bank. Worth mentioning that MS doesn't provide acceptable export options for their data, so there isn't a clean method for me to transform their data to get it into Xero. I will mention that QBO perfectly integrates with it, so clearly the pipeline has been built by someone.

    1 vote

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    0 comments  ·  Bank feeds  ·  Admin →
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    Hi Seth, thanks for sharing this suggestion. It’s clear that bank feeds for Morgan Stanley investment accounts would reduce manual imports and make it easier to keep investment data up to date in Xero.

    We'll continue to track the interest around this idea for our Product team's review.

  8. add Desjardins Bank (Quebec, Canada) to bank feed

    1 vote

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    0 comments  ·  Bank feeds  ·  Admin →
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    Thanks for sharing how we could improve your experience with Xero by providing a feed for Desjardins Bank.

    We'll start to get a. sense of the wider interest for a feed with this bank here - Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    If there is any news we'll update you here.

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

    6 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.

  10. 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 votes

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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.

  11. 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!

    3 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. 😊

  12. 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)

    13 votes

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    2 comments  ·  Bank feeds  ·  Admin →
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    Hey 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!

  13. 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.

  14. 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.

  15. Are there any plans to include Griffin Bank for automatic bank feeds soon?

    3 votes

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    0 comments  ·  Bank feeds  ·  Admin →
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    Thanks 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.

  16. 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.

    27 votes

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    0 comments  ·  Bank feeds  ·  Admin →
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    Hi 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.

  17. I wondered whether Xero had any plans to introduce a Bank Feed for the AllStar Credit Card?

    1 vote

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    0 comments  ·  Bank feeds  ·  Admin →
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    Hi 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.

  18. 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 vote

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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 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.

  19. Having RHB Malaysia corporate bank account feed in Xero.

    1 vote

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    1 comment  ·  Bank feeds  ·  Admin →
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    Thanks 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.

  20. Could you please look into connecting to the Bulkley Valley Credit Union (BC, Canada).

    1 vote

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    0 comments  ·  Bank feeds  ·  Admin →
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    Thanks, Megan for submitting your idea! We've taken a look, and it's now ready for the Xero community to rally behind. Other users can now vote and offer their thoughts on how this could enhance their own Xero journey.

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