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Renew a Xero Bank Feed

 

Bank connections need renewing every 90 days due to the new EU standards that were enforced on the 14th March 2020. This new banking practice is referred to in the UK as ‘Open Banking’ and it changes the way third parties access bank data.

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Xero uses a platform called ‘OpenWrks’ and ‘Tink’ to connect your bank account to Xero on a live feed. We are unable to login to your online banking account on your behalf as you need to enter sensitive information which we do not hold.

How to renew your bank connection

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To renew your bank connection you need to login to Xero. Once you are logged in, you may see a ‘Renew bank connection’ button on the dashboard, as below.

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Alternatively, go to the accounting tab along the top bar > bank accounts > click the ‘renew bank feed’ button for the account that needs to be renewed.

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You will need the following information to hand:

Account details

  • Your account name, number, and sort code

  • Your account balance

  • Your card number

Account transactions

  • Details of your transactions

 

If you need to renew more than one account you will need to repeat this process for each account.

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If you require assistance logging into Xero or renewing your feed please contact us on the details below.

Fordham

Unit 2 Fordham House
Fordham
Ely, Cambridgeshire
CB7 5LL
01638 724973

Baythorne End

Baythorne Hall
Baythorne End
Halstead, Essex
CO9 4AH
01440 845050

Colchester

1 & 2 Tollgate Business Park
Tollgate West, Stanway
Colchester, Essex
CO3 8AB
01206 262470

Chatteris

2 Market Hill
Chatteris
Cambridgeshire
PE16 6BA
01354 693542
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Evolve Tax & Accountancy LLP
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A limited liability partnership registered in England & Wales no. OC329908

Registered Office: Unit 2 Fordham House, Fordham, Cambridgeshire CB7 5LL

 

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