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  1. Consolidated bank balance dashboard widget

    1 vote

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    0 comments  ·  Banking & chart of accounts » 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 🙂

    Sam Dharwar shared this idea  · 

  2. Bank Reconciliation - Summary Report with Imported Statement Balance for all banks

    9 votes

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

    Hi everyone, while not a direct solve for the idea here we wanted to share a recent release that improves customers ability to confirm their bank balances using the new Bank Reconciliation Summary report.

    With the new report you'll now find you can enter a Bank statement ending balance. This means where an imported statement balance has not imported, or doesn't match your actual bank statement balance you can now enter an amount and update the report. Xero will then calculate the balance out by based on the amount you've entered in this field.

    Currently this is still on a bank by bank run report, you can switch between banks you have in your organisation from the Bank account field.

    If there are any plans to develop a view across all banks at once we'll let you know here.

    Sam Dharwar supported this idea  ·