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9 results found

  1. Bank rules - Choose which rule to apply

    23 votes

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    11 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Dianne Coleman supported this idea  · 

  2. Bank Rules - Set Reference to Custom Text

    30 votes

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    submitted  ·  20 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Dianne Coleman supported this idea  · 

  3. Dashboard - Access Bank Rules

    3 votes

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

    Hi Vijay, there is already an option to go straight to Bank Rules - if you click on the 3 dots in a bank widget on the Dashboard you'll see an option for Bank Rules like shown in my image below 🙂🙂

    If this isn't quite what you're after it'd be good to get more detail to understand your needs here. 

    Dianne Coleman supported this idea  · 

  4. Bank Rules - Report to review bank rules and their application

    37 votes

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    submitted  ·  9 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Dianne Coleman supported this idea  · 

  5. Bank Rules - Copy Bank Rules

    117 votes

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    submitted  ·  30 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Dianne Coleman supported this idea  · 

  6. Bank Reconciliation - Templates for common split payments

    3 votes

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    1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, while we appreciate you raising your idea here. Not getting much community traction overtime, and not being in our current roadmap we will remove this idea from the forums.

    While I appreciate it's not solution you're after, to import transactions that match multiple statement lines you could consider importing these as Invoices or Bills.

    With regard to the consideration of templates for split payments, one option could be to use the percentage split option in Bank rules rather than the fixed amount.

    If this idea is still important and would make a big impact to your business flows, you're welcome to start it again to see if there is renewed interest from the community.

    Dianne Coleman shared this idea  · 

  7. Bank Rules - List rules in Alphabetical order

    2 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Dianne Coleman shared this idea  · 

  8. Bank Reconciliation - Save for later option

    2 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Dianne Coleman shared this idea  · 

  9. Reconciliation - Adding undo option

    28 votes

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    submitted  ·  17 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Dianne Coleman commented  · 

    Xero NEEDS and UNDO button!
    We need to be able to undo last action, regardless of that action whether its a recon (like when you press the reconcile button too quick and then realize you forgot to add some details)

    Dianne Coleman supported this idea  ·