Xero
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Features
Managing Bank Feeds

Disconnect Bank Feeds (Xero)

If you would like to disable any of your connected accounts from bank feeds, head to the FISPAN Portal you used to register for an account with FISPAN when you installed the plugin.

Login into the Portal and once logged in, Select the “” that appears on the top right corner of Xero module and select Manage Bank Feeds.

Disconnect Bank Feeds



Managing Outdated Accounts

If you've updated the account mappings on the Account Matching page for accounts that are connected to bank feeds, this will impact your bank feeds setup. You'll need to first disconnect those remapped accounts from bank feeds and then re-conenct them if you would like to receive bank feeds data for those accounts.

On the Bank Feeds Setup page, these accounts will appear as 'Outdated Accounts' , indicated by a warning icon. You can also use the 'Outdated Accounts' filter to quickly locate them.

Bank Feeds Setup Page
Bank Feeds Setup Page

Outdated Accounts
Outdated Accounts


Step 1 - Disconnect Outdated Accounts Connection

Follow steps 2 and 3 outlined in the Disconnect Bank Feeds section above to disconnect these outdated accounts.

Step 2 - Re-enable Connection for Outdated Accounts

Once disconnected, follow the Enabling Bank Feeds steps listed here to reconnect the accounts and resume receiving transaction data.

Facing errors while disconnecting accounts for bank feeds? Check this troubleshooting guide