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8 results found

  1. Bank rules - Choose which rule to apply

    22 votes

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    10 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 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  · 

  7. 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  · 

  8. Reconciliation - Adding undo option

    27 votes

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    submitted  ·  16 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  ·