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  1. Bank Transfer - Attach file/Split Transfer/Add Tracking/Amend

    15 votes

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    submitted  ·  7 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Michael Moore commented  · 

    An example this split function usefulness would solve is where a new single loan (bank account) is established to re-finance two other existing loan bank accounts. the new bank account only has single a lump sum transaction but ends up as two deposits into the existing loans however the only option is to record it as a single transfer to one bak account.

    Michael Moore supported this idea  · 

  2. Bank rules - Choose which rule to apply

    18 votes

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    4 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Michael Moore supported this idea  · 
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    Michael Moore commented  · 

    I'm a new user. How has Xero managed to run this long without being able to manually assign a bank rule. add it PLEASE!!!!

  3. Bank Rules - Set Reference to Custom Text

    29 votes

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    submitted  ·  19 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Michael Moore commented  · 

    Why o why is it not an option to specify a customised text for the reference. the ones imported either change randomly or don't may sense. Would be great if the reference that appears in the transactions page was able to be made to suit and then easily searchable/visible.

    Michael Moore supported this idea  ·