Bank Rules - Set Reference to Custom Text
Ability to have custom text in the ‘set reference’ when setting up Bank Rules.
Purpose: This will save users’ time when they’re doing reconciliation each week.
AdminXero Team
(Admin, Xero)
shared this idea
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William Temperley
commented
Need this ASAP. It's little things like this that make Xero frustrating to use.
I've tried setting a custom Reference by writing in the description field and choosing the option to set reference from the description however this did nothing and the reference was still left empty. Please create an option to add a custom reference. -
keith stanley
commented
The odd thing is that in the transaction list under the heading "Description" the Contact is posted from the bank rule. If the post put the description into the "Description" field then the reference could be set to the Reference to "from the payee" This would mean no editing was necessary as all the necessary information could be put into the bank rule description.
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Maree Biland
commented
Totally agree .. I often want to put a specific reference, which in order to do currently, you have to apply the bank rule, then go back in to the transaction and manually - defeats the purpose of using a bank rule, when it's not just one click and done.