Account Transactions - Set default bank account for Bill Pay or Spend Money transactions
Allow a default bank account to be set for Bill Pay or Spend Money transactions
Lindsay Beuerle
shared this idea
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Pip Brown
commented
Totally agree having to scroll to the most commonly used bank account drives me crazy and wastes time, Xero you could make this so much more user friendly and efficient for something that is completed over and over again. Default bank account would be great or being able to reorder the bank accounts like you can on the dashboard would make for a more user friendly approach and speed up this task. Surely this is a simple fix!
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Kerena Williams
commented
This would be great. alternatively allow us to be able to order them, so our most used are at the top. I need 4 and for some reason they are always at the bottom!
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Mark Spinks
commented
Yes please! :) Having to scroll down to select the correct account (in our case, always the same account) is one of those common steps that, if able to be avoided, would add up through the day/weeks.
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Pat Bennett
commented
Need a way to account for pure cash, that does not require a "Bank Reconcilliation"
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Dan Hosgood
commented
When adding a new bank account you have a choice between "credit card" and "other". Could there be a third option for when you want to create a Petty Cash account and things such as an account number and sort code are meaningless. It would also be useful to mean that there would be no bank feed options or prompts, for obvious reasons.