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  1. Bank reconciliation - Apply bank rules automatically by default

    53 votes

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

    Heya team, with some of the exploration our team were doing we shifted this idea to Under review a few months ago. However, reassessing current priorities as many here may also be interested in our team are currently in the depths of work for enabling the ability to view more statement lines and providing search on the Reconcile screen. 

    While this may be something we consider developing for later down the line, it's not something we have plans for atm and we'll shift back to Submitted to continue monitoring the interest here. Thanks 

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    Thomas Grenet commented  · 

    I would love to see bank rule being applied automatically on specific bank account.
    Typically on PayPal account, i have 4 rules set up that cover 99% of transactions. I want those 4 rules to auto-"ok" themselves.
    This will save me thousands of clicks.

    Thomas Grenet supported this idea  · 

  2. Bank Rules - Copy Bank Rules

    106 votes

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    submitted  ·  23 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Thomas Grenet supported this idea  · 

  3. Paypal - Ability to exclude hold & general Authorisation transactions

    7 votes

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    submitted  ·  0 comments  ·  For small businesses » Business features  ·  Admin →
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    Thomas Grenet supported this idea  ·