Banking & chart of accounts

3 results found

1. Ability to add info to each bank account

   Ability to include free hand information on the bank account rules for each account eg. Interest rates, number of deposits and withdrawals, bonus interest rates, costs for overdrawn account etc. To be updated by user at their convenience.

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   0 comments  ·  Bank accounts  ·  delete…  ·  Admin →
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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

   Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

2. flexible bank account list

   The current "Bank Accounts" list has these oversized widgets for each bank account, but at least all bank accounts are listed which is a huge plus compared to the disastrous new Dashboard.

   Would be it possible to have the widgets smaller for each account, like on your new dashboard or have them adjustable so that I can have 2, 3 or even 4 bank accounts in 1 row?
   As we have over 70 bank accounts, that would be very helpful.

   Also , it would be a real improvement if bank accounts could be grouped in folders on the "Bank Accounts" list and/or the "Dashboard".
   The limitation on the Dashboard not to have more than 50 bank accounts listed is a big set back for us and makes XERO less useful.

   The current "Bank Accounts" list has these oversized widgets for each bank account, but at least all bank accounts are listed which is a huge plus compared to the disastrous new Dashboard.

   Would be it possible to have the widgets smaller for each account, like on your new dashboard or have them adjustable so that I can have 2, 3 or even 4 bank accounts in 1 row?
   As we have over 70 bank accounts, that would be very helpful.

   Also , it would be a real improvement if bank accounts could be grouped in folders on the "Bank Accounts"… more

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   0 comments  ·  Bank accounts  ·  delete…  ·  Admin →
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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

   Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

3. 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.

   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… more

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   0 comments  ·  Bank accounts  ·  delete…  ·  Admin →
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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

   Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂