Dashboard: Account watchlist - Ability to add bank account to the account watchlist
To make a bank account in Xero to be added to the account watchlist.
Purpose: Users can easily monitor the bank account that’s added to the account watchlist.
5
votes
AdminXero Team
(Admin, Xero)
shared this idea
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Matt Hieter
commented
Adding an account to the account watchlist is currently not working.
But there are instructions in Xero Help:
To show an account on the dashboard watchlist, you need to follow these steps:
1. Go to the Accounting menu and select Chart of Accounts.
2. Choose the account name you want to add to the watchlist.
3. Select the "Show on Dashboard Watchlist" checkbox.
4. Click Save. -
Alison Halls
commented
I would like to add a term deposit to the watchlist as its customer funds held as a bond and it serves as a reminder to monitor this account with a high duty of care.
