Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Bank Feed - Ability to manually 'Get statements'

    16 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

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

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Gaining Support  ·  AdminGeorgia Clarke (Admin, Xero) responded

    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.

    An error occurred while saving the comment
    Allan Roma commented  · 

    Please add back the Direct bank feed connection to download statements.

    This feature was removed in April 2022, but I don't understand how Xero has a direct bank feed connection with RBC Royal Bank of Canada, but Hubdoc is unable to do this.

    Seems like an easy fix using the same connection with Yodlee.

    Allan Roma supported this idea  ·