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  1. Bank Accounts - Ability to add a 'Reporting name'

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    4 comments  ·  Reports & tax » Reporting  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your images showing what you're meaning here, Zoe. Makes it super clear for others and our product teams. 

    Appreciate it's not the ideal solution but good to hear you're aware of how you can group and rename an account through the Financial reports at present. We'll keep an eye on the interest in this, here. 

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    Debbie Todd commented  · 

    With the Bank account Name now having to match exactly what is on a clients bank statement for Auto Super, it is more critical I believe that we can add a Reporting name in the COA. I have just had to change the COA bank account name to the full bank account name ABCD Pty Ltd in trust for ABCDE Trust. I currently name a bank account eg CBA Business 1234 which I find necessary when a client has more than one bank account that they use.

    Debbie Todd supported this idea  ·