Analytics Plus | Short term cashflow - Filter predictions by bank account
Analytics Plus - Predictions do not filter based on bank account selection
When you have multiple bank accounts but only need one selected for cash flow purposes, the monthly predictions that xero has created do not filter out based on the bank account they were predicted from.
In my example I now have petty cash predictions and interest income from a savings account showing when only the main current account is selected, this messes with the predicted end balance making the cash totally useless
Ryan Exley
shared this idea
Hi community, we appreciate it's sometime since this idea was first started and we'd like to share that with Xero's new Analytics cash flow manager tool, predicted transactions will filter out, based on which bank accounts you've selected. 🙂
If you haven't already checked this out we recommend giving it a look!