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

   Hi everyone, thank you for continuing to share how important it is to clearly identify bills that need attention before they’re paid. We understand the impact this has on teams managing bills and avoiding payments being made before a query is resolved.

   While a user control flagging mechanism is not directly in the pipeline yet, we want you to know that your feedback and the volume of support here is getting to the right places.

   Our product teams are continuing to consider this wider workflow (not just adding a standalone flag) as they plan and shape our direction for bills.

   We’re working towards making it easier to manage payments out of your business, with clearer ways to understand which bills need action as part of a more connected bills and payments experience.

   The new bills approval flow which we’re currently developing is an example of this - once available admins will be able to set rules based on factors of bills such as; amount, supplier, account code or who submitted the bill. You’ll then be able to automatically route bills through selected approvers in sequential or parallel steps. While we know this isn’t a direct solution for this idea, this’d provide you with controls to set rules for common flows in which bills need flagging for approval from specific users in your organisation.

   We appreciate the detail and persistence you’ve brought to this conversation. As soon as there's more progress surrounding this I'll make sure to share another update here.

   Hi everyone, thank you for continuing to share how important it is to clearly identify bills that need attention before they’re paid. We understand the impact this has on teams managing bills and avoiding payments being made before a query is resolved.

   While a user control flagging mechanism is not directly in the pipeline yet, we want you to know that your feedback and the volume of support here is getting to the right places.

   Our product teams are continuing to consider this wider workflow (not just adding a standalone flag) as they plan and shape our direction for bills.

   We’re working towards making it easier to manage payments out of your business, with clearer ways to understand which bills need action as part of a more connected bills and payments experience.

   The new bills approval flow which we’re currently developing is an example of this - once available admins… more

   benjamin walpole supported this idea  ·  04 March, 2024