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  1. Bank Feed - Ability to manually 'Get statements'

    16 votes

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    9 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Gaining Support  ·  AdminGeorgia Clarke (Admin, Xero) responded

    Hey everyone! The ability to manually refresh your bank feed really depends on the type of connection you have. For many banks connected via Yodlee, you can already give the feed a nudge and refresh it manually within Xero when you're ready to reconcile. Some of our direct API connections also support this, with a few even importing transactions in near real-time.

    As this feature is only available on some feeds, we've moved this idea's status to 'Gaining Support' to align with our new statuses for Xero Product ideas. You can read more about this on our blog. 

    While building a manual refresh option for every feed type is not on our immediate roadmap, we're keeping a close eye on your votes and comments to help us gauge demand for future work.

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    Gary Leber commented  · 

    This will make life easier to be up to date with reconciliations any time that I want, and also I will not need to check with the bank or credit card facility when I need to review the most recent transactions, as they will be already visible in Xero.

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    Gary Leber commented  · 

    Can Xero arrange for real time importing of transactions, where allowed by the relevant financial institutions, rather than just daily feeds?

    Gary Leber supported this idea  ·