Settings and activity
3 results found
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164 votes
An error occurred while saving the comment 
Ann Schofield
supported this idea
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29 votes
An error occurred while saving the comment Ann Schofield
commented
And for those of us who use the Sharesight Integration
An error occurred while saving the comment Ann Schofield
commented
It is very expensive to get on the Multi-currency plan currently. It would be great to have it as an option on the other Plans, including the Partner Plans.
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412 votes
Thanks for all the attention and support this idea has collected, everyone. While we've made improvements to some of the screens in Bank Rules, we're still considering where others changes could be made, and it's helpful to see the traction on this idea.
With the new Bank Rules list view you'll find that you can now Search making it a little easier to group and manage your rules from within Xero. We're also enhancing the suggestions and auto matching when you reconcile which overtime will help to decrease the amount of rules a business may need.
We understand how being able to export rules would add another level to managing rules outside of Xero, and importing of rules would ease setups and we'll keep this idea front of mind and re-evaluate the interest when resource frees up to consider additional features.
An error occurred while saving the comment Ann Schofield
commented
An essential feature. Also the Export would be great to view the Rules 'as a whole' when tidying up - to identify which are now redundant or need to be updated.
Super important. I spend a lot of time analysing transactions on the Account Transaction screen to see which are missing. It's hard to see since this also has Sales Invoice and Bill transactions.