Xero - Bank Feed available in Malaysia

Before setting up any bank feed, please ensure your bank account already created in Xero and appear in Dashboard.

Step 1: In Xero, go to the Accounting menu and select Bank accounts.

Step 2: Click Add Bank Account.

Step 3: Type RHB (Malaysia) in the search box and select it when it appears.

Step 4: You will be directed to RHB's Reflex login page.

Step 5: Sign in using your Reflex credentials.

Step 6: Verify your Secret Word and enter your Token Passcode as prompted.

Step 7:Grant permission to link your RHB Reflex account to Xero.

Step 8: Return to Xero and select the organisation(s) to connect the RHB bank feed to.

Step 9: Choose your preferred RHB Reflex account(s) to link and click Link.

Step 10: Review the Account Listing Maintenance table and click Continue to proceed.

Step 11: Once the bank feed is successfully set up, you will be notified of the sync details. The linked accounts will be shown under ‘Account Listing Maintenance’.

Currently Maybank and Public Bank do not offer direct bank feed integration with Xero. To streamline your bookkeeping and automate transaction imports, you can use a trusted third-party service called Yoodle. Yoodle acts as a bridge between Public Bank and Xero by securely connecting your bank account and syncing your transaction data into Xero automatically.

This integration helps reduce manual data entry, improves accuracy, and keeps your financial records up-to-date.

Step 1: From the main menu, select Accounting, then click Bank accounts.

Step 2: Click Add Bank Account and search for Maybank Malaysia.

Step 3: Choose the relevant Maybank account type that matches your business account.

Step 4: Click Get bank feeds to start the connection process, which will redirect you to the Yodlee authentication page.

Step 5: Enter your Maybank online banking login credentials on the Yodlee page.

Step 6: Complete any required security steps, such as two-factor authentication (2FA).

Step 7: Select the specific Maybank accounts you want to link with Xero.

Step 9: Edit start date and click Finish.

Step 1: Log in to your Xero account.

Step 2: From the dashboard, navigate to Accounting and select Bank accounts.

Step 3: Click Add Bank Account and type Public Bank Malaysia in the search bar.

Step 4: Select the appropriate Public Bank account type that matches your business account.

Step 5: Click Get bank feeds to begin the connection, which will take you to the Yodlee login portal.

Step 6: Enter your Public Bank online banking username and password on the Yodlee screen.

Step 7: Complete any required security steps such as two-factor authentication (2FA) if prompted.

Step 8: Choose which Public Bank accounts you want to link with Xero.

Step 9: Confirm and finalize the connection to complete the setup.

This is only applicable for those bank feed setup through third-party app like Yodlee.

Step 1: On your dashboard, scroll down to your Bank accounts and find the bank accounts.

Step 2: Click the three dots (•••) next to the bank account name, then select Refresh Bank Feed.

Step 3: Wait a few moments for Xero to import the latest bank statement lines.

Step 4: Once completed, you can view the updated transactions under the Reconcile tab.

Use this process if you need to stop a bank feed from automatically importing transactions into Xero. Deactivating (or disconnecting) a bank feed does not delete your historical transactions — it only stops new data from importing.

Step 1: Go to the Accounting menu and select Bank accounts.

Step 2: Find the bank account with the feed you want to deactivate.

Step 3: Click Manage Account next to the account name. In the Bank Feed Connection section, click Disconnect.

You need to have Standard or Adviser access with permission to manage bank accounts to give other users access.

Step 1: Click your organisation name at the top left, then select Settings and choose Users.

Step 2: Find the user who needs permission to refresh bank accounts and click their name.

Step 3: Under the Business and Accounting section, check the box for Bank accounts or Manage bank accounts.

Step 4: Ensure the user has Standard or Adviser access so they can view and refresh bank feeds.

Step 5: Click Save to apply the changes. The user can now refresh bank accounts and view updated transactions.

A: If your CIMB BizChannel bank feed becomes disconnected, log in to your CIMB BizChannel account, navigate to the bank feed settings, and follow the prompts to reconnect your Xero integration. If issues persist, contact CIMB support for assistance.

A: Ensure your RHB Reflex account is active and has the necessary permissions enabled for third-party integrations. Verify your internet connection and check for any bank maintenance or updates. If the problem continues, contact RHB customer support.

A: Yes. Yodlee is a third-party service that allows integration between Xero and banks without direct feeds. In Xero, go to Accounting → Bank accounts → Add Bank Account, search for your bank, and follow the Yodlee prompts to authenticate and link your accounts. Note that availability may vary based on bank policies.

A: Identify the source of duplicates (manual imports or multiple feeds), remove the duplicate entries to avoid discrepancies, and review your bank feed settings to prevent future occurrences. For persistent issues, contact Xero Support.

A: Users sometimes report delays in transaction imports, disconnections requiring re-authentication, or incorrect categorization. To address these, regularly update your bank feed connections, utilize Xero’s support resources, and contact your bank if necessary.