Reconciliation - Add project without adding details
At the moment to enter a project number when reconciling, you have to enter details every time. Can you add the project drop-down box into the bank rec screen for every transaction
Rachel Willis
shared this idea
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Taryn Tennant
commented
This is the most disappointing part of Xero for me. I don't believe I have saved any time from my spreadsheets due to the number of clicks I have to do to assign the hundreds of transactions and expenses to a project. Why isn't this an option on the cash coding page?
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Zachary Kirkham
commented
Also, assign multiple transactions to a project in bulk would be so helpful.
As with many travelling workers, many of my transactions for a trip are all bunched together and it would save me so much on bookkeeping fees to be able to select multiple statement lines or transactions and "assign all" in one click - the thought of it makes me swoon!!