Credit Cards - Ability to have sub cards grouped together
It would be helpful to merge like-cards into one Parent card. The Parent Card could have a customized title that makes sense to the business. It would be intuitive if we could merge cards under a Parent Card by dragging like-cards together... similar to how you can merge apps to create a folder in the Apple iPhone. In Trello (free version), I like the way you can see the title of the Parent Card, with the Child Cards stacked in mini-card style. You could just give the most critical info on that Child Card (i.e., name of bank account, # of unreconciled transactions, reconciliation status).
Karin Rosser
shared this idea
Hey Karin, Im happy to say you can already do this on the new Homepage in Xero! Just edit the Homepage and move or group the bank accounts together in any order you wish. We have a bit if help around this in Xero Central, but if you need an extra hand you can raise a case with our Xero Support specialists. 😊
