Bank Rules - Set Reference to Custom Text
Ability to have custom text in the ‘set reference’ when setting up Bank Rules.
Purpose: This will save users’ time when they’re doing reconciliation each week.
32
votes
AdminXero Team
(Admin, Xero)
shared this idea
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Maree Biland
commented
Totally agree .. I often want to put a specific reference, which in order to do currently, you have to apply the bank rule, then go back in to the transaction and manually - defeats the purpose of using a bank rule, when it's not just one click and done.