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Bank rules - Choose which rule to apply

I have a number of Telstra accounts that all come due within a day of each other. Xero can't tell the difference between the rules. I was thinking that when doing reconciliations, where it has the drop down tab "Options" if you could add "Choose a Bank Rule" it would save me having to ignore the wrong rule chosen by Xero and and manually have to fill in the data for the relevant Telstra Account when it comes in.

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Margaret Millar shared this idea  ·   ·  Report…  ·  Admin →
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  • Michael Moore commented  ·   ·  Report

    Peter Carikas, thanks for that - it does. so glad Xero has let this ides sit for 2.5 years without passing on that useful tip.
    That said - the coding for it must all be there so why not add it as a feature directly from the reconcile page - come on XERO stop being so unintuitive!

  • Craig Humphreys commented  ·   ·  Report

    What's the progress on this? it's been over 2 years since raised.

  • Craig Humphreys commented  ·   ·  Report

    Seems like a no-brainer... all those rules and sometime you can't use them easily... because there is something slightly different on this transaction... all that time invested in setting up the rules and cannot be selected seems crazy - come on Xero - Help us to use technology, not our time, brains and patience

  • Paul Cato commented  ·   ·  Report

    Over 2 year later this still doesn't seem to be implemented. Just so frustrating having to completely type out codes and splits because there's a slight difference in the way a supplier branch sets up their transation details. There should be a way to simply invoke a pre-written Rule with the codes and splits already there, in one click.

  • Krishan Patel commented  ·   ·  Report

    In some instances we have matchable bank feed lines which need handling on one or two different way.

    For example, A refund might be vatable or non vatable depending on the customer
    A staff payment might be payroll or it might be expenses

    It would be nice here to have 2 rules with identical match perams, but alternative line handling and xero could suggest both of them in the bank feed. OR when you click "Don't apply role" it would suggest the next one.

    As far as I can tell the first rule that matches in the list is the only one that gets suggested.

  • Vicki Head commented  ·   ·  Report

    Yes, it would be very helpful to be able to choose the bank rules if the first option doesn't suit. Hopefully Xero can make this change. Thanks!

  • Michael Moore commented  ·   ·  Report

    I'm a new user. How has Xero managed to run this long without being able to manually assign a bank rule. add it PLEASE!!!!

  • Aleshia Rex commented  ·   ·  Report

    Having the option to apply a bank rule to any transaction as a one off even when it doesn't automatically meet the requirements for the rule.

    It would mean that the random one off payments don't need adding to the rule but you can just apply the coding to it.

    E.G having a "software" rule in place for ongoing subscriptions but then the client buys something as a one off - Simply apply "Software" rule to this transaction.

    Or a transaction that already has a rule comes through with slightly different details meaning it wont automatically apply the rule - Go to a drop down menu and apply said rule to the transaction.