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1. Bank Rules - Ability to import and export

   518 votes

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   106 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, sometime on since my last post we wanted to provide an update for your all here and appreciate the continued attention this idea is receiving.

   We want to be upfront that at this time focuses for the team are in other areas of bank reconciliation and we don't have any current plans for developing the ability to import and export bank rules from an organisation.

   We understand and know this is important to everyone that has voted for the idea and will continue to review and pay close attention to the feedback and votes here. When there is more opportunity for the team to refocus efforts here we will keep you informed of any progress.

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   Samantha Vukovic commented  ·  11 October, 2025  ·  Edit…  ·  delete…

   Necessary for efficiency in onboarding new clients from the same province.

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   Samantha Vukovic supported this idea  ·  11 October, 2025

2. Bank Rules - Report to review bank rules and their application

   41 votes

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   submitted  ·  12 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Samantha Vukovic commented  ·  11 October, 2025  ·  Edit…  ·  delete…

   this would be amazing - also a way to import bank rules

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   Samantha Vukovic supported this idea  ·  11 October, 2025

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

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   9 comments  ·  For small businesses » Accounting features  ·  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

   Samantha Vukovic supported this idea  ·  15 May, 2024