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  1. Bank rule - custom order

    When selecting to apply bank rules manually they are automatically shown in alphabetical order. I can see that this will be helpful for many, but it would also be useful to be able to manually set the order.

    We have so many, I've had to apply numbers in the rule names e.g '1 - name a' '1 - name b' '2 - name a' '2 - name b'

    Instead I'd like to be able to categories / group / manually order them.

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    0 comments  ·  Reconciliation  ·  Admin →
    Existing functionality  ·  AdminHaroon Subhani (Admin, Xero) responded

    This is already possible within Xero Joanna. You can order the bank rules via the six dots icon to the left of each rule. The order feature within bank rules is designed to set rule priority. Rules apply in the order that they're listed, instead of them being in an alphabetical order.

    If you'd like to try this out before taking action in your own org, you can use the demo company to test it. 🙂

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