Dashboard | Cash in & Out - Link to new bank account summary
Reports: Bank Summary Report
The recent shift to new reports has not considered the Bank Summary Report. It is an important report in the sense that it tracks movements and balances for all the banks.
Please consider creating the Bank Summary report in the new format.
Deepak Gaur
shared this idea
Hi team, thanks for the idea here and apologies we've not rounded back on this sooner. We made an update so this widget now links to the new Bank Summary report 🙂
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Sara Liddle
commented
Hello,
I totally agree, I've been in touch with support and the new way to access this through Account Transactions doesn't really replicate the bank summary report, I use this almost daily to check where we are cash wise across multiple bank accounts. I sincerely hope that removing this report is reconsidered. The current version is simple to run, concise and gets me everything I need.