Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Reconciliation - Edit bank account for bank transactions (spend, receive, transfer, or payment)

    115 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  43 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Toby Bradley commented  · 

    You can edit everything in a spend money and receive money transaction apart form the bank account - this is nonsense and reading the comments below I can not believe this change has not been actuated already. It is particularly important when you use Hubdoc or similar as the copy transaction alternative means you lose the attached document in the correction so you have to remove and redo and go back and identify the transactions in Hubdoc and re-sync. Madness!

    Toby Bradley supported this idea  · 
    An error occurred while saving the comment
    Toby Bradley commented  · 

    It is easy enough to copy the transaction to correct the bank used, however, since most of the transactions now have a file attached via HubDoc the job becomes impossible. It should be possible to change the bank as suggested without deleting or re-creating anything.