Settings and activity
4 results found
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1 vote
Peter Cross
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2 votes
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
supported this idea
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9 votes
Is there a specific element / field of the transactions that you're trying to search by?
Currently there are a range of details that you can search by and Xero will return results for transactions that have been entered in your org (reconciled or unreconciled)
Peter Cross
supported this idea
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59 votesPeter Cross
supported this idea
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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