Bank Accounts - Ability to add a 'Reporting name'
There isn’t the ability to have a ‘reporting name’ for a bank account name on the Chart of accounts
(. e.g. you either have to update the name in the system (problematic for live files where the client names accounts based upon their use and not in out reporting name format) or manually create a group with the correct name when drafting the financials to replace the account name.
Zoe Giles-Jones
shared this idea
Thanks for your images showing what you're meaning here, Zoe. Makes it super clear for others and our product teams.
Appreciate it's not the ideal solution but good to hear you're aware of how you can group and rename an account through the Financial reports at present. We'll keep an eye on the interest in this, here.
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Judy Watson
commented
In the Chart of Accounts, are able to add a Reporting Name, being the name that will appear in the published Financial Statements, for all accounts other than Bank type accounts.
Would be good to be able to add a Reporting Name on a Bank type account, as for the Client they want to see on their dashboard eg Expense Account - Business Unit so they know which bank account using, but in the Financial Statements want to show as "ASB Bank - Current Account".
While can do this by setting up a Group in the report, this means customising the report in the Client.
Would be much easier to add a Reporting Name in the chart of accounts, as can do with all other accounts. -
Melissa Peters
commented
Would be good to have the ability to add a reporting name for Bank chart of accounts codes in the same way that they work for every other type of code. This would allow the account name to that shows on the dashboard to make sense to the business owners but the formatting can still be changed for financial reporting.