Right now, the account type can’t be changed while a bank feed is connected. But if you disconnect the feed, there’s then a delay (several days) before the bank actually releases the connection. During that time, you can’t reconnect because Xero requires selecting a “new” account that hasn’t been linked before — while the bank still considers it connected.
So you end up stuck:
Can’t change the account type without disconnecting
Can’t reconnect until the bank catches up
Is there a reason the account type is locked when a feed is active? It would really help if this workflow was improved or if there were a way to avoid this deadlock.
Patrick Sun
supported this idea
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This is quite frustrating in practice.
Right now, the account type can’t be changed while a bank feed is connected. But if you disconnect the feed, there’s then a delay (several days) before the bank actually releases the connection. During that time, you can’t reconnect because Xero requires selecting a “new” account that hasn’t been linked before — while the bank still considers it connected.
So you end up stuck:
Can’t change the account type without disconnecting
Can’t reconnect until the bank catches up
Is there a reason the account type is locked when a feed is active? It would really help if this workflow was improved or if there were a way to avoid this deadlock.