Bank Rules - Create new Account from a Bank Rule
This feature was included in the old user interface for Bank Rules, and with the new interface that was rolled out, this feature is no longer available. Instead, I'm forced to go to the COA screen to add a new COA code, then refresh my Bank Rules screen to then be able to choose that account. The time this adds, on top of the already manual process to add bank rules, really adds up. I'd love to see this ability again.
5
votes
AdminTaylor Clark
(Admin, Xero)
shared this idea
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Tamara Hocking
commented
I agree
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Badi Ceren
commented
Great if implemented, to save time.
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Deanne Norris
commented
This used to be a feature, but now it is not. What the heck happened!