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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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70 results found

  1. 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.

  2. 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!

    4 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. 😊

  3. 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.

  4. 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!

  5. 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.

  6. 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.

  7. 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.

    11 votes

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    4 comments  ·  Bank feeds  ·  Admin →
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    Hi team, thanks for your contributions here. We appreciate how some business may find it useful to be able to see at a glance the available overdraft limit of a bank account they have connected to Xero.

    This is something we'll continue to track the appetite in through the idea, however want to be upfront that we don't have any immediate plans of developing a field for.

  8. 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.

  9. 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.

    28 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.

  10. 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.

  11. 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.

  12. 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.

  13. Please please please Xero can you work on a proper Square bank feed integration so we don't have to keep using Amaka or other 3rd party connection apps!!!
    Why can't we connect Square as a bank account with a feed similar to Stripe?!?! We are in 2024, square has been around for 15years!!

    I have so many issues with Square! And it is one of the most widely used payment processors!

    A recent example -
    A client has a coffee van and uses it to take payments for cups of coffee. I had to setup the Amaka integration so that…

    44 votes

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    6 comments  ·  Bank feeds  ·  Admin →
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    Hi everyone, thanks for sharing your feedback on a direct bank feed for Square. We understand that using a third-party integration isn't always seamless and that a direct feed, like the one for Stripe, would make life easier when reconciling your payments.

    As noted by others here, the current solution is to connect an app from the Xero App Store to bring your Square transactions into Xero, or you can continue to manually import these. 

    Right now, building a direct bank feed for Square isn’t in our plans. We're continuing to monitor the interest in this idea, so please keep adding your votes and comments as it helps us see the demand.

  14. Given XERO is pulling in credit card transaction details can they pull in payment due dates to help manage timing of payments? Could be as simple as a "Payment is due" flag that a user can manually turn off if they want after paying.

    3 votes

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    1 comment  ·  Bank feeds  ·  Admin →
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    Thanks for the feedback here team, we appreciate how more visibility of credit card payment due dates could help with managing cashflows.

    This isn't something we have direct plans for atm, but will continue to monitor interest in this idea closely and share if there is any progress.

  15. Add Country Bank to supported banks.

    1 vote

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    0 comments  ·  Bank feeds  ·  Admin →
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    We appreciate you sharing your suggestion! This idea is now classified as Gaining Support. Introducing a direct feed for Country Bank (US) would simplify transaction imports and speed up reconciliation processes.

    In the meantime, you can always manually import the statement lines for Country Bank (US) into Xero,.

    If this feature would be helpful to you, we encourage you to vote or comment. Every bit of feedback helps us improve Xero.

    Thank you for your involvement in the Xero Product Ideas community.

  16. Hi Xero, please could you consider adding the option of including job numbers in the PayPal bank feed uploads. I am aware the data in the statement lines imported into Xero on the feed, is provided directly by Paypal themselves. But it would be very useful when looking at costs per job as we use PayPal to pay many providers globally in a day and PayPal is the best option for them an us, the job number would link the invoices to a job.

    1 vote

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    0 comments  ·  Bank feeds  ·  Admin →
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    We appreciate you sharing your idea and highlighting the changes you need!

    We've given it a review, and now it's over to the community for support. It's time to rally the votes! Please share this with any colleagues who would also benefit. They can vote for your idea and add comments to share details on how it would improve their Xero experience.

  17. 19 votes

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    11 comments  ·  Bank feeds  ·  Admin →
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    Hey everyone! The ability to manually refresh your bank feed really depends on the type of connection you have. For many banks connected via Yodlee, you can already give the feed a nudge and refresh it manually within Xero when you're ready to reconcile. Some of our direct API connections also support this, with a few even importing transactions in near real-time.

    As this feature is only available on some feeds, we've moved this idea's status to 'Gaining Support' to align with our new statuses for Xero Product ideas. You can read more about this on our blog. 

    While building a manual refresh option for every feed type is not on our immediate roadmap, we're keeping a close eye on your votes and comments to help us gauge demand for future work.

  18. Adding more banks in Singapore for the bank feed in Xero.

    Example, adding Anext Bank into Xero. Will benefit small businesses who are using digital bank like Anext Bank.

    7 votes

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    1 comment  ·  Bank feeds  ·  Admin →
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    Hi all, just updating the status of this idea to Gaining Support here, to align with our new statuses for Xero Product ideas. You can read more about this on our blog.

    For the time being, you can keep your accounts up to date in Xero by manually importing statements from Anext Bank. As per our last update below, we'd also recommend sharing this link with your bank to let them know you'd like to see them connect with Xero, and they can fill in the form if they're interested in Partnering with us.

    While we don't have any direct plans for this atm, we'll share if any are made with you here.

  19. There should be an ability to set up an intercompany account using the bank feed function between businesses that are 'connected'. This would save countless hours manually journalling transactions. You should be able to create a transaction in the bank feed, or mark an invoice as paid by the intercompany account and the corresponding transaction should show on the respective other company.

    24 votes

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    8 comments  ·  Bank feeds  ·  Admin →
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    Hi everyone, just a quick update from our team. To align with the changes made to Xero Product Ideas, we've updated the status of this idea here.

    We encourage everyone who would find this feature useful to please keep voting and sharing your comments below. Learning more about what you would use this for and how it would help your business helps our product team understand the potential impact. Your detailed feedback is a crucial part of our evaluation process.

    Thanks for your continued support and for sharing your thoughts with us!

  20. Please add to Hubdoc conversion and to bank feeds Rayne State Bank out of Rayne Louisiana.

    1 vote

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    0 comments  ·  Bank feeds  ·  Admin →
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    Thanks for the confirmation that you're looking to connect Rayne State Bank Business accounts, Emelie.

    Have just re-opened so we can continue to track the interest here and update if there are any plans made for this. Make sure to share this idea with anyone else you know that'd like to connect these sort of accounts, too. 🙂

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