Homepage - Search for bank accounts widgets
To have the search function look up bank accounts by name or number. As we have approx 80 bank accounts in one Xero dashboard scrolling to find the correct one is very time consuming, so a search function would be very handy.
Simone Stevenson
shared this idea
Thanks for your idea, Simone. Gosh that is a lot of bank accounts I can see why a search would help. No immediate changes planned for this but I'll share your feedback with our product team and we'll get a sense of others that'd find this useful from your idea, here. 🙂
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Kasia Gazeas
commented
Bank accounts with transactions to reconcile moved AUTOMATICALLY to the top of the list / showing on the dashboard would be an amazing feature when managing clients that only sometimes use particular accounts!
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Jo Bosson
commented
100% agree.
Even just adding a “Banks” tab alongside Home, Sales, Purchases, Reporting, etc., would help.
We have a client with around 30 bank accounts – a mix of credit cards, foreign currency, and NZ accounts. Being able to quickly search or filter to find the right account for reconciliation would make a huge difference.
Right now, having all banks on the dashboard is incredibly clunky – and it means we can’t use other useful widgets for insights because the space is overrun with bank accounts.