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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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3 results found

  1. ALL banks should be able to refresh. I am with The Co-op for my business banking. I was previously with Quickbooks for my accounting software and was able to refresh my bank feed whenever I needed to. With Xero I can't. Being on top of the money in the bank is crucial to business owners. Having to wait a day, or sometimes days, for the information to feed in is debilitating and very frustrating. If the bank can provide the feed to one accounting software company, then the problem is not with the bank. Please, Xero. Please sort this out.…

    11 votes

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    3 comments  ·  Bank feeds  ·  Admin →
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    Hi 👋 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 🙂

  2. Good day,

    The bank feed is currently taking days to load new transaction into the system to be reconciled. This cause issues like outstanding payment emails being sent automatically to clients even though the money is in the account already, it is just not yet pulled through to the system yet. Admin gets piled up.

    It would be ideal if the transactions would show on the system the same time it shows in the bank as well. And not wait days to be pulled through.

    Let me know if you need any further clarification from my side.

    1 vote

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    0 comments  ·  Bank feeds  ·  Admin →
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    Hi 👋 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 🙂

  3. 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 vote

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    0 comments  ·  Bank feeds  ·  Admin →
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    Hi 👋 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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