Settings and activity
7 results found
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52 votes
Peter Tracey (enspira)
supported this idea
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106 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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46 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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141 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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83 votes
Hey team thanks for supporting this idea of bulk adding or removing tracking options on invoices and bills.
We have moved thi to Gaining Support so you can tell your friends and colleagues that they can oet and comment on this idea.
Our Product team will keep an eye on this as it gains more support, although there is no work on this currently, it's good to know which features would be beneficial to users for the future.
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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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16 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.