Settings and activity
7 results found
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47 votes
Peter Tracey (enspira)
supported this idea
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97 votes
Understand wanting an update from us here, everyone. We’ve appreciate your feedback about applying bank rules and how the bank feed description is important to maintain when reconciling.
While this isn’t in our direct pipeline at present this is a feature we'll consider as we evaluate improvements to bank rules in Xero. We’ll keep monitoring your comments here and update this thread with any development. Thank you for your valuable feedback!
An error occurred while saving the comment Peter Tracey (enspira)
supported this idea
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43 votes
An error occurred while saving the comment Peter Tracey (enspira)
commented
Bank Rule Last Transaction Date.
If we could have a column on the Bank rules list that showed the date of the last time the rule was used to code a transaction.
Peter Tracey (enspira)
supported this idea
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135 votes
Hi everyone, there’s been plenty of great discussion around this idea, and we get how being able to copy bank rules would take a lot of repetition out of setup work.
It’s something we’d like to make happen, but with other priorities in this space right now hasn't been something we can add to the roadmap yet.
It may come to life as part of the ongoing improvements in the Bank Reconciliation area, and we'll defintiely let you know here if there's any progress.
Peter Tracey (enspira)
supported this idea
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61 votes
Hi everyone, appreciate the interest in the idea here.
We do want to highlight the ability to bulk recode transactions from one tracking option to another through Find & Recode - while only available to those with the Adviser role this will allow you to accomplish what's being asked here.
We'd recommend having a try in the demo co. if this is a new tools for you. 🙂
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6 votes
Hi team, just having a little play in Projects - while it won't work for Deposit or Project Amount creation, if you're creating an invoice from a Project for Tasks & Expenses you'll be able to hold down 'ctrl' while clicking on this option and should find this opens the Tasks and expenses screen in a separate browser tab.
Totally get this doesn't resolve the idea here, but wanted to share for those it helps 🙂
Peter Tracey (enspira)
shared this idea
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15 votesPeter Tracey (enspira)
shared this idea
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If you could add a field just like the reference field so that you can reference one of the bank fields to the description field or if you type in the existing field that will override.