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

    2 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 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

    10 votes

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    2 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

    70 votes

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    26 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thank you for your engagement here in product ideas. While we appreciate wanting a direct option to be able to restart or restore an organisation at a point in time this isn't something we have intentions of developing for in Xero atm.

    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.

    Many actions in Xero are reversible (for example Remove & Redo on bank transactions) we have a help article on Xero Central that may help for some of the scenario's you're after, you may find the History & Notes is useful in determining what actions have been recently made so you can 'undo' these.

    For future cases, if you're looking to try out a feature and not sure how it will work the demo…

    Peter Cross supported this idea  ·