The 90-day re-consent process for bank feeds is finally live on Xero so rather than having to go into your online banking and re-authenticate every 90 days, all you need to do now is re-confirm consent within Xero itself ...
Anyone with the 'standard' or 'adviser' user roles can reconfirm consent in Xero!
From now on, any Xero user need only re-confirm consent for bank feeds by clicking the 'renew connection', button in the bookkeeping package itself. Although switching to online banking may not be a big deal for small business owners using Xero themselves, it certainly makes it more convenient for bookkeepers who may not have access to a client's online banking systems.
"It isn't available for all bank feeds yet!
A few of the high street banks haven't made the change yet, but Xero are regularly updating the list of UK banks that have and you can see that list by clicking here. Remember, if a connection isn't re-confirmed after 90 days then no additional transactions will be fed from the bank into Xero from the date of expiry.
If you add a new bank account that has this process live, then you need to authenticate just once and then 'reconfirm' the connection every 90 days from then on.
Anyone with the 'standard' or 'adviser' user roles can reconfirm consent in Xero.
If anything I've written in this blog post resonates with you and you'd like to discover more about Xero's 90-Day re-consent process, it may be a great idea to give me a call on 01604 217365 and let's see how I can help you.
Alison loves bookkeeping and supporting bookkeepers. She has been helping clients to be better bookkeepers in Sage 50 for over 24 years and has been Xero Accredited in accounts and payroll for a number of years too.
She specialises in a very unique hand-holding method of training, helping bookkeepers and business owners to use their accounts software as and when they need support in setting up and producing their invoices, reports and financial information.
Alison combines her role at Silicon Bullet with her Forever Living network marketing businesses and is often to be seen at business networking meetings as she likes to keep busy.
You know what they say: if you want something done well ask a busy person!
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