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Banking & chart of accounts

Customer ideas for bank accounts, bank feeds and chart of accounts

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Banking & chart of accounts

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4 results found

  1. Edit Bank Account

    When editing a transaction, I want to be able to edit the bank account the transaction is in.

    3 votes

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    0 comments  ·  Bank accounts  ·  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. Accountant users need to make manual journals to cash

    Remove the restriction to post journals to cash accounts for accountant users. I cannot believe I'm asking this in an idea forum.

    1 vote

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    1 comment  ·  Bank accounts  ·  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 accounts - compact view

    It would be great if you could enable a 'compact view' of the bank accounts page - I don't need the graphs and would prefer to be able to see more bank accounts without the need to scroll.

    2 votes

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    0 comments  ·  Bank accounts  ·  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 🙂

  4. Good afternoon. I've got a client who's staging for making tax digital. They're a client who is a cash-based business, so therefore doesn't

    Good afternoon. I've got a client who's staging for making tax digital. They're a client who is a cash-based business, so therefore doesn't reconcile a bank account, and they're just using the Xero mobile app to record receive money and spend money transactions for their cash. We've come up against a roadblock because it looks like the Xero mobile app doesn't allow you to do receive money transactions, only spend money transactions to the cash account. Is this correct or is there a workaround?

    1 vote

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    0 comments  ·  Bank accounts  ·  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 🙂

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