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1. Invoicing - Add Payment details on invoice screen

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   70 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   In development  ·  AdminLogan Hughes (Admin, Xero) responded

   Hey everyone👋 Thanks so much for sharing all your feedback and keeping the conversation going here. We've been following along and considering changes around the process for adding payments in new invoicing.

   As we mentioned in our last update, while we won’t be bringing classic invoicing back, we're taking a close look at what made it work so well for you. The ability to quickly enter payment information without leaving the invoice is a key part of that.

   To address this, our product team is now working to reintroduce this functionality to the invoice page.

   We can’t share a timeline just yet, but we want you to know that your comments have been a vital part of this process. We’ll be sure to post an update here as soon as we have more to share.🙂

   Millie Howard supported this idea  ·  01 August, 2024

2. Bank feeds: Yodlee feeds - Allow other users to refresh bank feeds

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   9 comments  ·  Banking & chart of accounts » Bank feeds  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminGeorgia Clarke (Admin, Xero) responded

   Hi everyone, we understand that it's not ideal when the one person who set up a bank feed is away, causing delays to your reconciliation.

   This is a tricky one, and the limitation you're experiencing is due to how certain bank feeds work, when supplied via our third party provider, Yodlee. These feeds are tied to an individual's online banking login credentials. When a bank requires multi-factor authentication (MFA) – like security questions or a one-time code – only the user who originally set up the feed can provide those details to refresh it. This is a security measure required by the bank, not by Xero, and you can read more about this here.

   As noted by others here, one option is to have another user deactivate and then reactivate the feed with their own login details. A different approach could be for the bank account holder to arrange a separate online banking login for their accountant or bookkeeper, who can then set up and manage the feed.

   Because this functionality is determined by the bank's security requirements for these types of feeds, it isn't something we can change in Xero.

   However, we are constantly working to improve our bank connections. We're excited to announce a new partnership with Plaid, which'll bring more reliable, direct API feeds to many of our US customers starting from October 2025. These new feeds will resolve this refresh issue for the banks involved. You can find out more on the Xero blog: Plaid joins forces with Xero for enhanced US bank feeds.

   The best long-term solution is for more banks to build direct feeds with Xero. You can play a big part in this! We’ve found the best way forward is for customers like you to contact your bank directly and let them know you’d like them to integrate with Xero. They can then register their interest with our team here.

   Thanks again for the valuable discussion on this!

   Hi everyone, we understand that it's not ideal when the one person who set up a bank feed is away, causing delays to your reconciliation.

   This is a tricky one, and the limitation you're experiencing is due to how certain bank feeds work, when supplied via our third party provider, Yodlee. These feeds are tied to an individual's online banking login credentials. When a bank requires multi-factor authentication (MFA) – like security questions or a one-time code – only the user who originally set up the feed can provide those details to refresh it. This is a security measure required by the bank, not by Xero, and you can read more about this here.

   As noted by others here, one option is to have another user deactivate and then reactivate the feed with their own login details. A different approach could be for the bank account holder to arrange… more

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   Millie Howard commented  ·  19 July, 2024  ·  Edit…  ·  delete…

   It takes multiple attempts daily to get our bank feed updated often involving multiple calls around the office to get the code to log in! It's meant to be convenient but what we have to go through is far from it!

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   Millie Howard supported this idea  ·  19 July, 2024