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  1. Bank Rule - "Does not" criteria

    24 votes

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    8 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Sam Jennings shared this idea  · 

  2. Bank Rules - Copy Bank Rules

    135 votes

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    37 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    Sam Jennings supported this idea  · 

  3. Bank reconciliation - Apply bank rules automatically by default

    82 votes

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    25 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Heya team, with some of the exploration our team were doing we shifted this idea to Under review a few months ago. However, reassessing current priorities as many here may also be interested in our team are currently in the depths of work for enabling the ability to view more statement lines and providing search on the Reconcile screen. 

    While this may be something we consider developing for later down the line, it's not something we have plans for atm and we'll shift back to Submitted to continue monitoring the interest here. Thanks 

    Sam Jennings supported this idea  ·