Banking & chart of accounts

2 results found

1. 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).

   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, #… more

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   0 comments  ·  Bank accounts  ·  delete…  ·  Admin →
   Existing functionality  ·  AdminDavina Roper (Admin, Xero) responded

   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. 😊

2. 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 →
   Existing functionality  ·  AdminDavina Roper (Admin, Xero) responded

   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.

   😊