Settings and activity
3 results found
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112 votes
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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Chantelle Matthee
supported this idea
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29 votesChantelle Matthee
supported this idea
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An error occurred while saving the comment Chantelle Matthee
commented
It would be so good if we could set the description in the bank rule from any bank statement field. Similar to how we can set the reference from any of the bank statement fields. Or, if using placeholders, have the bank statement fields included in the placeholder selection.
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16 votes
Hi Simon, checking in on your idea here. Would this be to be able to view invoices that have been entered (like Find & Match) or to create invoices from cash coding?
An error occurred while saving the comment Chantelle Matthee
commented
I agree this would be awesome. In the cash coding screen there is a drop down arrow with options for each transactions. (Currently the options are "create a bank rule", "Split" and "Delete"). Would be very useful to have an option "attach invoice/file" as one of the options. Or even better drag and drop the attachment to the line item like Simon is suggesting. See attached
Chantelle Matthee
supported this idea
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Yes!! It would be so good if we could set the description in the bank rule from any bank statement field. Similar to how we can set the reference from any of the bank statement fields. Or, if using placeholders, have the bank statement fields included in the placeholder selection.