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1. Bank Feeds - Bank Feeds for ethical banks

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   4 comments  ·  Banking & chart of accounts » Bank feeds  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, apologies we haven’t engaged on this thread sooner.

   We wanted to share a few updates here, some of which a few of you've already helpfully called out(thank you).

   In 2024, we introduced direct feeds for Triodos, and in November 2025 we released a direct feed for Unity Trust Bank.

   Right now, our team is progressing the CAF bank feed idea, and we’ll return to here once there’s more to share and confirm on this feed.

   Our Banking team continues to explore and develop new bank connections, so it’s really helpful for us to have a separate idea for each financial institution you’d like to see connected to Xero. This helps us track demand clearly and share specific requests with the team.

   If there are other bank connections you’d like us to consider, please create a new idea for each one so we can track them individually. Thanks 🙂

   Hi team, apologies we haven’t engaged on this thread sooner.

   We wanted to share a few updates here, some of which a few of you've already helpfully called out(thank you).

   In 2024, we introduced direct feeds for Triodos, and in November 2025 we released a direct feed for Unity Trust Bank.

   Right now, our team is progressing the CAF bank feed idea, and we’ll return to here once there’s more to share and confirm on this feed.

   Our Banking team continues to explore and develop new bank connections, so it’s really helpful for us to have a separate idea for each financial institution you’d like to see connected to Xero. This helps us track demand clearly and share specific requests with the team.

   If there are other bank connections you’d like us to consider, please create a new idea for each one so we can track them… more

   An error occurred while saving the comment
   benjamin walpole commented  ·  04 March, 2024  ·  Edit…  ·  delete…

   Pleased the Triodos feed is now available.

   Would love to see Unity Trust next!

   Save Submitting...
   benjamin walpole supported this idea  ·  04 March, 2024

2. Bills - Flag a Bill as 'in dispute / query'

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   347 comments  ·  Purchase orders, bills & inventory » Bills  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.

   We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.

   In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:

   • Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
   • Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
   • Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is being resolved.
   • Update the reference to add a notation such as [reference number] - Do not pay
   • Adjust the planned date to be very far out in the future

   We know these options won't fit all needs here, and we are invested in continuing to develop Purchase and more specifically bills in Xero to suit your needs.

   We'll continue to provide updates with any progress that steps closer to enabling you to flag bills that are in dispute in Xero. Thank you for continuing to engage and share insights through this idea.

   Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.

   We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.

   In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:

   • Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
   • Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
   • Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is… more
   benjamin walpole supported this idea  ·  04 March, 2024