Give other users permission to refresh a Yodlee feed

If your account has multi-factor authentication, you'll need to refresh a Yodlee feed to get the latest transactions into Xero. If you set up the feed, you can give other users access to refresh it.

  1. Go to Accounts, then click Bank Accounts.
  2. Find the account you want to let others refresh. Click Manage Account, then click Edit Account Details.
  3. Select the Allow users who have access to this bank account to refresh the feed checkbox.

    Image showing option to allow other users to refresh feeds.

  4. Click Save.