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  1. Practice | Homepage - View if a clients feed needs refreshing

    5 votes

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    1 comment  ·  Xero Partner Hub » Partner Hub Homepage  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi team, we recognise that staying on top of disconnected or expiring bank feeds is important for keeping workflows running smoothly.

    We hear that having a dedicated view or alert on the Practice Homepage would make it easier to manage bank feed refresh across clients, rather than only picking up issues when working in a specific file.

    This is now in Gaining Support so we can gather interest and share how this could make day-to-day practice management easier.

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    Dan Whitehead commented  · 

    Running multiple accounting firms each with their own Platinum Xero Partnerships. This is an idea we have been requesting for years now. FreeAgent has a great solution and Xero should be ahead of the game with this as bookkeeping and bank feeds is what Xero is built around. Xero needs to catch up.

    Dan Whitehead supported this idea  · 

  2. Xero HQ - Bank connections page for all clients

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    submitted  ·  1 comment  ·  Practice tools  ·  Admin →
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    Dan Whitehead shared this idea  ·