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  1. 30 votes

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    Fiona Macartney supported this idea  · 
  2. 1 vote

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    Fiona Macartney shared this idea  · 
  3. 6 votes

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    Fiona Macartney supported this idea  · 
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    Fiona Macartney commented  · 

    We have a similar problem.

    We have just changed a lot of our clients over from MYOB where we could get supplier account numbers, IRD numbers etc in the bank feed details, and could then set bank rules for them based on the account number etc.

    With many transactions Xero gives us a lot less information. Often the supplier account number is missing, or IRD tax type & IRD number are missing. This makes using bank rules impossible for many transactions, and takes a lot longer to reconcile manually as we have to go hunting to find out what the transaction was for.

  4. 18 votes

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    Fiona Macartney supported this idea  · 
  5. 9 votes

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    Fiona Macartney supported this idea  · 
  6. 4 votes

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    Fiona Macartney shared this idea  · 
  7. 106 votes

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    Fiona Macartney commented  · 

    Also needed when you want the same rule to apply to multiple accounts, but not all accounts (unless you create an option to allow us to select multiple accounts when setting up the rules)