Settings and activity

1 result found

1. Bank Feeds - Set up two different bank logins from one Xero login

   3 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   2 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Gaining Support  ·  AdminGeorgia Clarke (Admin, Xero) responded

   Hi team, thanks for sharing this idea and for the detailed explanation of how this affects your workflow. We understand that it's common for a business to hold multiple accounts with different login credentials at the same bank.

   Currently, Xero's architecture is built to link one set of banking credentials per user in an organisation. While we'll keep this idea open to monitor interest from the community, we want to be transparent that we don't have any immediate plans to make changes in this area.

   The recommended solution is to have another user in your Xero organisation connect the bank feed using the alternative credentials.

   If you would prefer not to have another person involved, you can add yourself as a user with an alternative email address and connect the second feed that way. It is free to add extra users to a Xero organisation, so this will not affect your subscription cost.

   We appreciate you taking the time to post on Product Ideas. We'll continue to track the demand for this feature here to help inform our future roadmap.

   Hi team, thanks for sharing this idea and for the detailed explanation of how this affects your workflow. We understand that it's common for a business to hold multiple accounts with different login credentials at the same bank.

   Currently, Xero's architecture is built to link one set of banking credentials per user in an organisation. While we'll keep this idea open to monitor interest from the community, we want to be transparent that we don't have any immediate plans to make changes in this area.

   The recommended solution is to have another user in your Xero organisation connect the bank feed using the alternative credentials.

   If you would prefer not to have another person involved, you can add yourself as a user with an alternative email address and connect the second feed that way. It is free to add extra users to a Xero organisation, so this will not affect… more

   Paul Poley shared this idea  ·  15 February, 2023