Settings and activity
8 results found
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149 votes
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2 votes
Wendell Beuke
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2 votesWendell Beuke
shared this idea
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407 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 Wendell Beuke
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Absolutely agreee this would save lots of time! Not only when taking on a new client but also to cross polinate between clients.
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51 votesWendell Beuke
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An error occurred while saving the comment Wendell Beuke
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I agree. Please add to Find and Recode - Sort on find and recode by description; searching the cash book is not the same
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1 vote
Hi Wendell, it'd be good to understand the needs behind your idea here. Is there a specific reason you'd like to be able to send a invoices of different status together?
In lieu, you could look at running and exporting the Contact transaction reports to help paint a picture of your customers activity, this could then be sent to them outside of Xero.
Wendell Beuke
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347 votes
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225 votes
Have you tried opening the PDF with Word and then copying to Excel?