Bank Rules - Use the bank statement line description to set up
When creating bank rules, it would be great to have the ability to Set the transaction description using bank statement description.
2
votes
Mebea Yohannes
shared this idea
I am happy to report you can already do this in Xero Mebea! Just click Options on the top right corner of the bank statement line then select create bank rule. Xero will then use the description from the bank statement line to set up the bank rule. We have a bit if help around this in Xero Central, but if you need an extra hand you can raise a case with our Xero Support specialists. 😊
