Bank account reporting name
Can a reporting name option be added for the bank account codes in the chart of accounts like other accounts.
Some clients have multiple accounts with the same bank or organisation and nick names are used for them when they are created in Xero - like tax account etc but for the financial reports it is preferred to have the suffix of the account in the name
For example a client has a tax account and a fuel account and a mortgage payment account as well as a operating account - on their dashboard they want those names as that is what they refer to the accounts as. However, these names flow through to the financial report and it would be preferred if they were ASB 00, ASB 02, ASB 03 and ASB 04 accounts in the financial reports.
Karen Intemann
shared this idea
Hi! Did you know it's already possible to have this in the financial reports in Xero!
You can add an account code (ASB 00, ASB 01, ASB 02 etc) to the bank account in the chart of accounts, then when you run the financial reports you click the 'More' button and under the 'Show' section select the add account codes so you can identify the proper bank accounts.
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