Homepage - View total cash in banks (like on the app)
There is a widget to show our 3 bank accounts and their balances, but there is nothing that shows the total cash in bank amount?
When I log on in the app the first thing I see is the total amount of money in all our bank accounts combined. Why is it not the same when using windows?
Shaun Simes
shared this idea
Good to hear that you find this feature in the app useful, Shaun. These experiences differ as our Xero Accounting apps teams have a focus on the most valuable features our customers would find when doing work 'on-the-go'.
We'll get a sense of the interest in community for this here, and I'll share if there is any progress.
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Chantal Weyer
commented
A homepage widget displaying the combined cash balance across all bank accounts.
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Tom Jameson
commented
Adding the overall cash balance to the home page - as it is on the app - would be very helpful for companies with multiple accounts.
To be able to see this on a graph or table showing monthly / quarterly / annual figures for comparison would be even better -
Regan French
commented
In our project based business with lumpy CF, cash is our primary risk variable. Multiple accounts showing can offer false comfort unless viewed together.
For us, we don't care as much where the cash is, more care about total deployable cash vs near-term obligations.
This total cash (grouped banks) feature would be used daily for us as a project based businss.
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Matt Goode
commented
Include "Overall Cash Balance" as a widget - this is something that is visible in the Xero mobile app, but there has never been an equivalent for the main site.
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Fiona Cubitt
commented
Add bank Balance widget so we can have a total of available cash.