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Banking & chart of accounts: Bank feeds

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Bank Reconciliation - Available balance including Overdraft

In the bank account settings, add an optional data field to enter in the Overdraft limit on a bank account. Then on the dashboard screen, show the net available balance of current bank balance + the undrawn Overdraft limit.

Purpose - to save the user from having to manually calculate how much is available to make supplier/payroll payments or login to internet banking prior to check.

Should also be a simple feature to add.

11 votes

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Aidan Jenkin shared this idea  ·   ·  Report…  ·  Admin →
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Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi team, thanks for your contributions here. We appreciate how some business may find it useful to be able to see at a glance the available overdraft limit of a bank account they have connected to Xero.

This is something we'll continue to track the appetite in through the idea, however want to be upfront that we don't have any immediate plans of developing a field for.

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  • Liz Adamson commented  ·   ·  Report

    All the advertising for analytics plus - have comments such as
    no more manual calculations
    no more messy spreadsheets

    Adding a feature for overdraft will help a great deal to these comments being authentic.

  • Liz Adamson commented  ·   ·  Report

    I would agree with this - Afterall the overdraft is part of the available cash