Tracking Categories - Bank Feed Rules
We use location codes to sperate our transactions by site or (cost centre). I tried to create a bank rule to allow the transaction to be dynamically allocated to an individual location, depending on the location appearing in the transaction description.
I have been told that this does not currently exist.
Peter Greenwood
shared this idea
Hi Peter, thanks for sharing this idea about having the option for setting tracking categories in bank feed rules. This idea is now in Gaining Support status, which means it's open for the community to show their support through votes and comments. We encourage others who would find this useful to add their votes and share how they'd use this functionality. We'll keep an eye on the feedback and engagement this receives.
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Stephen Cockburn
commented
With the number of votes does it look like this will get implemented? I was quite shocked when I as a new user of Xero found this was not part of the standard bank rules setup.