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.
4
votes
AdminXero Team
(Admin, Xero)
shared this idea
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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.