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Banking & chart of accounts

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2 results found

  1. Swing/Switching accounts

    Balance Sheet accounts should have a tick box to provide the option to treat them as a swing/switching account so that it automatically reclassifies itself between an asset and a liability depending on whether its closing balance is positive or negative.

    1 vote

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    0 comments  ·  Chart of Accounts  ·  Admin →
    Existing functionality  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi Belinda, the suggestion described here is supported through Switch Rules on the Balance Sheet. This is useful for accounts where the balance can move between a debit and credit position from one reporting period to another.

    Once configured, the account can automatically appear in the appropriate asset or liability section based on its balance.

    I’ve updated the status to Existing Functionality and closed the idea for voting.

  2. B

    I want to add a bank account to my website so that I can receive money directly to me

    1 vote

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    0 comments  ·  Bank accounts  ·  Admin →
    Existing functionality  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi there, from our understanding of this idea, it sounds like you're looking to have bank account details displayed on invoices, along with an option for customers to make payments online.

    This functionality is already available in Xero through Invoice Settings and Payment Services. As a result, we've updated the status to Existing Functionality and closed the idea for voting.

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