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

    19 votes

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    11 comments  ·  Banking & chart of accounts » Bank feeds  ·  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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    Mike Durkin commented  · 

    Create relevant pull program that will reach out from XERO execute the NZ bank feed. Meaning a bank feed on demand, rather than at scheduled times. So using the open banking API's that already exist in the NZ banking environment, send a call from XERO to execute the Bank outbound API with the relevant bank feed data, and pull into the XERO inbound API. Then the bank reconciliations in XERO can be then be done on demand as required,

    Mike Durkin supported this idea  ·