Settings and activity
4 results found
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5 votes
Roger Gimson
supported this idea
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17 votes
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.
Roger Gimson
supported this idea
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3 votes
When you say one click bank refresh, is there a specific place you'd be looking for this option, Martin? Currently there are some types of bank feeds that have an option to Refresh bank feed.
However how often a bank feed updates depends on your bank and each bank does things a little differently.
You can find the specifics for each bank feed here. It includes when they update, how often and if a manual refresh is available.
If you think your bank feeds might not be syncing correctly, you can check current or recent bank feed delays and issues on our status page - You can also access this from within Xero by clicking on the View status updates option from your bank feed menu.
Roger Gimson
supported this idea
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3 votes
Thanks for sharing your idea here, Mike. Out of interest is there a reason the current automated bank feeds aren't working for your needs?
An error occurred while saving the comment Roger Gimson
supported this idea
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In QuickBooks, our bank feed could be imported on demand. This is important to check whether a payment has been made before sending out an invoice. Open Banking supports this - why doesn't Xero?