Xero HQ | Clients - Ratio of transactions allocated to bank rule
In the list of client files, an indicator or percentage to show the portion of bank transactions allocated by bank rules to identify client files which can be optimised and more efficient by automation and bank rules.
If client files can then be sort by the indicator to then extract a list for action.
In xero files, for each transaction recorded by a rule could there be an indicator (ie "rule applied") to differentiate transactions manually recorded and recorded via a bank rule.
Chris Buttigieg
shared this idea
Hi Chris, appreciate you raising the idea here, however not seeing a lot of support in this overtime this will soon be removed from the forums. Do appreciate how having these sort of insights from your practice would help and we're int he process of developing a new feature called Books health that is currently in beta. This tool will provide client insights to help you manage your clients including the ability to view if a client has auto reconcile turned on in their organisation and how many accounts this is on for - so not exactly the request you have asked here but a steps in the right direction.