Grouping of Bank Accounts
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J
Janis Zegners
In the Dashboards, I would recommend to implement the option to group bank accounts. E.g. a company has 8 accounts in one bank. While the status of each account might be important for operational purposes, for reporting purposes it makes more sense to show the bank balances of the bank in total. The same for Paypal accounts with several currency accounts.
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Carlos Perez
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Hi Janis Zegners, you have the option to create a table and expand the info by Bank connection or to make the combination you want with filters