Xero doing automatic coding of transfers between Xero bank accounts
It would be great if Xero could automatically do the transfer between Xero bank accounts.
This is our most time consuming and often error-prone coding in Xero when it should be a simple fix. Many clients still battle with this.
Gordon Manley
shared this idea
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Sal Sannuto
commented
See attachment to expound on why this feature is so critical. XERO could EASILY determine which account the $$ was transferred to based on amount & date since they would be the same. We can make a bank rule if the last 4 of the account number the money was transferred to is stated in the description, but some banks are vague & don't give amplifying info, so this needs to be done manually by us. Some of my clients have a TON of checking accounts (ie: real estate investors). Why am i fishing around the accounts looking for the match when a XERO script could do it instantly. BONKERS.
