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  1. Bank Rules - Set Reference to Custom Text

    39 votes

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    24 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, while we appreciate the interest this idea is slowly gaining we want to be open that this isn't a feature planned for the time being.

    We will continue to get a sense of the interest from the community around this and share if there are any changes to update you of.

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    Peter Spencer commented  · 

    This would be super-helpful; as I wish to enter descriptor in the "reference" field, that let me see in the bank account transactions, what the money was spent on.

    But don't get your hopes-up, this has been listed nearly 10 years ago! Mind you, the other day I got an email from a SAAS scheduling app that I last used to use 15 years ago, to announce (proudly) that they had just implemented a suggestion I made 16 years ago to them!