Settings and activity
8 results found
-
1 vote
Scott Patterson
shared this idea
·
-
1 voteScott Patterson
shared this idea
·
-
1 voteScott Patterson
shared this idea
·
-
3 votesScott Patterson
supported this idea
·
-
4 votesScott Patterson
supported this idea
·
-
416 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.
Scott Patterson
supported this idea
·
-
76 votesScott Patterson
supported this idea
·
-
472 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been shared with, and considered by, our product team - so they have an understanding of the work that would be required for this.
We'd like to confirm that, at this stage, the automatic generation and sending of reports is not something we have plans to develop in the near term. We are still interested to get a clearer understanding of demand for this feature, and we'll continue to track this through the conversation and votes on this idea. If there's any change we will let you know!
Scott Patterson
supported this idea
·
