Settings and activity
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4 votes
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Joanne Crumpton
supported this idea
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11 votes
Thanks for sharing back on the change, Alan. It's difficult to make changes to suit everyone's needs, and changing the default from 'All' to 'Any' was carefully considered as part of the recent updates to Bank Rules.
This was something users told us would be helpful as many more users create 'loose' rules to capture more statement lines.
Currently there aren't any plans to change this back. What would be more useful would be the ability to set your own default, but for now we'll begin to track the interest of this here.
An error occurred while saving the comment Joanne Crumpton
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Purpose: reduce errors in setting up bank rules
Current "Äpply bank Rule" defaults to "Äny Conditions Match" button where it should default to All Conditions Match. For example, if creating from a bankfeed line, the Analysis code is often equal to "Miscellaneous Debit". Business users do not notice this and do not change the radio button. So then all transactions go to wherever the rules says - and not just the ones with the appropriate payee.
Joanne Crumpton
supported this idea
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Purpose: reduce errors in tax code setups on GL accounts.
On setting up a new account in Chart of Accounts in a GST registered entity - if the new name and the tax code (for example GST Free or BAS Excluded) is chosen before the account type, Xero will change the tax code to GST once the account type has been selected. It should instead remember the tax code which has been selected.