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  1. Bank Rules - Account Description from Statement Description

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

    Understand wanting an update from us here, everyone. We’ve appreciate your feedback about applying bank rules and how the bank feed description is important to maintain when reconciling.

    While this isn’t in our direct pipeline at present this is a feature we'll consider as we evaluate improvements to bank rules in Xero. We’ll keep monitoring your comments here and update this thread with any development. Thank you for your valuable feedback!

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    Accounts Team commented  · 

    Xero should update the bank rule with a feature bank statement line showing in the bank description. This is a basic feature and QuickBooks has it already where we can set up rules.
    I will prefer to just tick a box asking Xero to populate the bank descriptions exactly as they come through from my bank account, rather than having to go through and change them each time.