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  1. Cash coding - Apply existing rule

    In cash coding you can choose to set a bank rule. I think it would be nice to be able to choose an existing bank rule to add to. I.e. we have a meals expense rule that has a few restaurants selected. It would be nice to add additional restaurants to the existing meals expense rule instead of creating a new one.

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    0 comments  ·  Reconciliation  ·  Admin →
    Existing functionality  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Christanne, reviewing your idea here again I wanted to confirm that this functionality is already available. You can select the transactions that you'd like to apply an existing rule to and from the header of the grid you'll see an option to 'Apply rule'. If needed you can then make any changes to the rows before you save and reconcile. 😊

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