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  1. Bank Rules - Account Description from Statement Description

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    30 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Understand wanting an update from us here, everyone. We’ve appreciate your feedback about applying bank rules and how the bank feed description is important to maintain when reconciling.

    While this isn’t in our direct pipeline at present this is a feature we'll consider as we evaluate improvements to bank rules in Xero. We’ll keep monitoring your comments here and update this thread with any development. Thank you for your valuable feedback!

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    Luisina Ballarino commented  · 

    I'm having difficulty understanding why, after creating a rule and selecting the default contact for that rule, the bank reconciliation process prompts me to change the contact's name, instead of, for example, if I selected the option "complete the reference by me when reconciling," displaying the option to complete the reference field with custom information. That would be more intuitive instead of changing the contact's name (which I already selected in the rule). This could potentially streamline the bank reconciliation process and improve usability for Xero users.

    And totally agree with the other users about the description section. It would be useful to have the option to keep the statement's description in that part.