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  1. Bank Feeds - Streamline the authority form for Co-operative Bank account

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    0 comments  ·  Banking & chart of accounts » Bank feeds  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi Carolyn, thanks for raising this with the community. We can see how a simpler way to connect Co-operative Bank accounts could make getting started with bank feeds much easier.

    At the moment, the setup process for some bank feeds is determined by the bank's requirements, which may include completing and submitting an authority form before the feed can be activated. While waiting for the bank feed to be approved, you can import bank statements manually using CSV files to keep your accounts up to date and continue reconciling transactions.

    I've updated the status of this idea to Gaining Support so we can continue tracking community interest. If you'd like to share more, it would be helpful to know which part of the setup process caused the most friction, whether it was the forms, the approval timeframe, or something else.

    Carolyn Sims shared this idea  ·