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  1. Bank Rule - Ability to default to 'All conditions match'

    11 votes

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    5 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing back on the change, Alan. It's difficult to make changes to suit everyone's needs, and changing the default from 'All' to 'Any' was carefully considered as part of the recent updates to Bank Rules. 

    This was something users told us would be helpful as many more users create 'loose' rules to capture more statement lines.

    Currently there aren't any plans to change this back. What would be more useful would be the ability to set your own default, but for now we'll begin to track the interest of this here.

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    Alan Cooper commented  · 

    Really needs fixing. For example will give a user the impression that every line with a 'direct debit' in the reference is covered by the same rule, if that business has just one rule set up with 'direct debit' in the reference. Pretty basic stuff.

    Alan Cooper supported this idea  ·