Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Bank rules - Attach files to a rule

    8 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    3 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Jennifer Clark commented  · 

    Yes that could be helpful as well, however on this occasion I was thinking of original documentation to support the existence/structure of the rule itself. For example, documents confirming which account to code to and why, and any limitations (eg only specific transactions), so that other users are aware and don't make any incorrect changes.

    A basic example I have is a client who wants certain Apple transactions to director's loan. There is a risk another user may think it's okay to add all transactions to the rule, or change the account code back thinking it's wrong.

    Jennifer Clark shared this idea  ·