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  1. Bank | Account transactions - Show Total of selected transactions

    23 votes

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    20 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate this idea has built some support overtime.

    While we'll continue tracking interest in this here, being upfront developing the Account Transactions tab of a bank account to add a tally for the selected transaction amount is not in our short term plans.

    That said, JAX may help with some related tasks. For example, try asking: “What is the total of the credits in my 'x' account for the current financial year?” or "Give me a total of all bills paid between [date range]" - You can adapt this by using the relevant account and date range.

    We’ll continue to monitor interest in this idea and appreciate you sharing your feedback.

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    Camille Lambert commented  · 

    Having the Account Transactions list total the selected lines would make things so much easier when trying to find which items relate to a certain amount during reconciliation or at other times when you need ot know the total of certain items on that page.

    Camille Lambert supported this idea  ·