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  1. Bank Rules - Ability to set defaults for steps of Create rule

    3 votes

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

    Hi Greg, while there's no way to set your own defaults for Bank Rules in Xero. 

    The existing default will differ depending on where you start the Create rule flow. 

    • If you're in the process of reconciling your account (via the Reconcile screen or Cash coding) the default for '5. Add rule details > Run this rule on' is the bank account you were reconciling
    • On the other-hand if you Create rule from the Bank rules screen, this'll default to 'All bank accounts'

    While this isn't something we have plans for at present. Appreciate how you'd like to set up a default regardless of where you start this and have adjust the title of your idea, here and we'll keep an eye on the support for this. 

    An error occurred while saving the comment
    Peter Cross commented  · 

    Hi,

    When I create a bank rule, I find it a real trap if I leave the "Set the contact" to the wrong value. Is it possible to have the drop-down selection for "Set the contact" default to "From the Payee" please?

    Thanks,

    -Pete

    Peter Cross supported this idea  · 

  2. Universal Search to search unreconciled transactions

    11 votes

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    3 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Peter Cross supported this idea  · 

  3. Organisation settings - Ability to wind back/restore to a previous date

    73 votes

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    28 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Not in pipeline  ·  AdminKelly M (Community Manager, Xero) responded

    Hi everyone, with the recent changes in Xero Product ideas, we will shift this idea to Not in pipeline to set the expectation here.

    While a direct option to restore or unwind an organisation to a previous date in time isn't in our plans, as previously mentioned to confirm - Xero performs daily backups of customer data to protect against data corruption and hosting service failures. However, these backups are not available for users to restore their organisation to a previous state.

    To reiterate from my last response, most actions in Xero are reversible (for example Remove & Redo on bank transactions) and our help article on Xero Central  explains some of these options that can help with needs expressed in this conversation.

    The History & Notes report can be highly useful to review actions recently made so you can 'undo' these.

    For future cases, if you're looking to…

    Peter Cross supported this idea  ·