Two Xero Profiles, One Bank Account, "Reconcile" needs to sync between the two profiles
Right now, I’m running two separate Xero profiles — one for my workshop and one for my retail business — but both use the same bank account. Because of this, the same bank transactions feed into both profiles, which means I’m having to reconcile everything twice.
In the Reconcile screen, it would really help to have an additional dropdown that auto-defaults to the profile I’m currently in, but also lets me switch to the other one. Essentially, the two profiles would need to sync with each other, so the figures stay accurate, while still allowing me to view revenue and expenses separately when needed.
Admin Laude Classics
shared this idea
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂