Since the advent of Open Banking in the UK, the reliability of bank feeds has been frustrating. We’ve helped numerous clients at various stages reauthorise their feeds, but been unsuccessful in as many cases, where the issue has arisen at the bank’s end. Xero recently issued an update, together with some reassurance, which may be […]
Read MoreBookkeeping
Xero Bank Reconciliation evolves again…
In the next few weeks users will see a change to the appearance of the Xero bank reconciliation screens. In future you’ll be able to choose between two ways to view transactions on the bank reconciliation screen. Choose an enlarged, zoomed-in version. Choose a compact view that displays more transactions on the screen. You can […]
Read MoreXero Product Update – November 2021
As part of the renewal of our Xero Certification, we recently attended the quarterly Xero Product update, when Xero take Partner firms through the recent updates they’ve made to the software. Now it’s time to pass the news on key changes and tweaks on to you! Contacts The list view page has been ‘refreshed’ to […]
Read MoreXero bank feed changes…
After the recent changes to HSBC Bank feeds and Yodlee Bank feeds, there is now more news on the subject! Xero has previously used OpenWrks as the service provider to access Open Banking and provide bank feeds. OpenWrks was recently acquired by a Swedish company, called Tink, and any Open Banking connections will in future […]
Read MoreXero Yodlee feeds are changing…
Xero are moving to a new version of Yodlee to ensure that bank feeds continue to seamlessly import transactions into Xero. If you use a Yodlee feed, you’ll need to update it before the 27th July 2021, or your transactions will stop automatically loading. What do you need to do? Before you update to the […]
Read MoreHSBC Xero Bank Feeds are changing…
Xero have recently published the following guidance around HSBC Bank feeds, which we felt should be highlighted. We know that some of our clients use HSBC for their banking, but there may well be other users who will be unaware of the changes that are coming on the 30th July 2021. The Xero notification reads […]
Read More
