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1. Bank rules - Attach files to a rule

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   6 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   To make sure I understand - Would this be to select certain files that are always attached when the rule is used, Jennifer? 

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   Grant Jackson commented  ·  30 October, 2023  ·  Edit…  ·  delete…

   When dealing with a large number of finance leases, it would be very useful to be able to attach a PDF of a finance lease agreement to the bank rule that captures the monthly debit order.

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   Grant Jackson supported this idea  ·  30 October, 2023