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  1. Xero Files - Scrolling through documents in Files no longer possible?

    4 votes

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    1 comment  ·  Contacts & files » Files  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

    Victoria Kohlhagen shared this idea  · 

  2. Xero Files - Ability to restore deleted files

    28 votes

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    submitted  ·  8 comments  ·  Contacts & files » Files  ·  Admin →
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    Victoria Kohlhagen supported this idea  · 

  3. Bank Rules - Copy Bank Rules

    137 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.

    An error occurred while saving the comment
    Victoria Kohlhagen commented  · 

    When a client changes bank accounts and my rules set by the payee field no longer work because the new account puts the value in the reference field. The lack of bank rule duplication/copy wastes so much time as I have to create a new version. I have a lot of bank rules where clients go to 30+ different suppliers and one bank rule covers all them because I have the field set to "payee".

    Victoria Kohlhagen supported this idea  ·