Disconnecting Bank Feeds (Xero)
To disable Bank Feeds for specific accounts, follow this guide on how to disconnect active and outdated bank accounts.
Manage Bank Feeds
Start by accessing the Manage Bank Feeds page using the following steps.
Go to FISPAN Portal
Go to the FISPAN Portal Production page.
Log In
Log in with your FISPAN Portal credentials.
Manage Bank Feeds
Select the “…” that appears in the top right corner of the Xero module and select Manage Bank Feeds.
Disconnecting Bank Feeds
Follow these steps to disconnect Bank Feeds from your bank account.
Locate Accounts to Disconnect
On the Bank Feeds Setup page, connected accounts are indicated by a blue bar.
Alternatively, use the Enabled Accounts filter to view only connected accounts.
Disconnect Account
Hover over the connected account. A Disconnect Account icon will appear. Click the icon.
A confirmation pop-up will appear. Click Yes, Disconnect Account to proceed.
Account Disconnected
After a successful disconnection, a pop-up will confirm the account has been removed from bank feeds. This account will no longer receive transaction data in Xero.
Failed Disconnection
If the disconnection fails, a pop-up will display the reason for the failure.
If the error is Unable to Authenticate to Xero, please re-authenticate the connection using the steps outlined in the Re-Authentication guide and ensure you connect to the correct company associated with these accounts.
Once you have successfully re-authenticated, return to the Bank Feeds Setup page and retry the disconnection steps. If you are still unable to disconnect the account after this, please contact our Support team for further assistance.
Managing Outdated Accounts
Updating account mappings on the Account Matching page will impact your active Bank Feeds. To ensure transaction data continues to flow correctly, you must reset the connection for any remapped accounts.
These accounts appear on the Bank Feeds Setup page with a warning icon and an Outdated Accounts status.
You can also use the page filters to locate them immediately.
To reset the connection, follow these steps.
Disconnect Outdated Accounts
Follow steps 2 and 3 outlined in the Disconnect Bank Feeds section above to disconnect these outdated accounts.
Reconnect Outdated Accounts
Once disconnected, follow the Enabling Bank Feeds (Xero)Enabling Bank Feeds steps to reconnect the accounts and resume receiving transaction data.