Your Xero Dashboard generates bank account graphs for the bank, PayPal and credit card accounts we have set up for you.
This is an incredibly helpful and powerful tool giving you a quick overview of the running balances for the last 7 days since the most recent account information was uploaded into Xero.
We will set up the ‘Get daily bank feeds’ link for all your bank accounts so that they are imported automatically into Xero.
There are 2 types of automated bank feeds available with Xero:
1) Partner bank feeds are feeds through banks Xero have a relationship with. If you have a bank account in Xero supported by a partner bank, you can set up a partner bank feed by downloading and completing the relevant bank feed authority form.
2) Yodlee feeds are feeds from banks that are part of Yodlee’s online banking solution service. If you have a bank account in Xero that belongs to a bank that’s part of the Yodlee service, you can activate a Yodlee feed while you’re logged in to Xero.
