Help centre · Accounts
What does the Summary tab on the Bank page show?
Open this screen in Saral/accounts/bank-summary?tab=summary
One row per bank account across every company in the group, grouped by company, with opening balance, money in, money out and closing balance for the date window you choose; the group total stays pinned at the bottom. Click a row to see the transactions behind it; click a bank brand chip to see every account held at that bank across the group. Refresh pulls Xero's figures again, and the line under the page title says when they were last read. Companies with no bank activity, and connections that could not be read, are named under the table rather than silently left out.
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