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Xero Business Community

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Community > Feature Requests >
Done

Open Banking Alerts

Started by Colette King in Feature Requests | Done!

The new Open banking feeds have to be refreshed every 3 months. In itself this is not the end of the world, until you realise that the only way to find out when this is going to happen is to check each of your clients dashboard every other day(!)

Currently the only notification is on the clients dashboard and this only appears between 24-48 hours before the bank feed is going to expire.

We are a small firm and it is already causing us problems as clients feeds are dropping out and by the time it has been identified, you have then informed the client and waited for them to refresh the bank feed, you could end up with a lot of transactions to import.

It would be great if we could get an up to the minute overview of which clients bank feeds are going to expire in advance of it actually happening? Perhaps on the Xero HQ - Explorer - Bank page, so that we can keep an eye on things in one place.

Alternatively could Xero could send out an automatic email warning when the bank feeds are close to expiring, to the client and the adviser/partner?
Official Xero Reply
Thanks for the feedback here everyone! We've recently made an improvement within the product, that'll help you stay on top of the connection updates - Where you've connected an open banking feed, you can now view the date the bank feed connection will next reset from the details view of the bank, and you'll be able to manually reconnect the feed at any time, meaning you don't have to wait till within 7-days to re-establish the connection.
Along with this, you'll also continue to receive a warning notification on the dashboard 7-days prior to the feed renewal of connection date. 🙂
 

Kelly M (Community Manager)