Dashboard | Customise Cash in and out - Include Transfers
Currently the "Total Cash In and Out graph" on dashboard shows the total cash received and the total cash spent through all of the bank accounts in Xero. This graph excludes transfers between bank accounts as don't they affect the overall total.
It would be nice to be able to customize that graph to exclude certain transactions. Ie. if a shareholder loan is made, this would show up as cash in.
5
votes
Elisha La
shared this idea
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Holly Parkes
commented
Would also be great to be able to customise this further to exclude owner drawing accounts!
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Paul O'Regan
commented
categorise cash transactions.
cash in vs out graph in app, it would be good if funds moved between bank accts (in the same ortganisation) was not considered as 'cash out'. i.e. funds moved from transactional acct to an interest bearing acct.