Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Bank Rules - Account Description from Statement Description

    100 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

    30 comments  ·  Banking & chart of accounts » Reconciliation  ·  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
    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!

    An error occurred while saving the comment
    Monika Brand commented  · 

    The only way to check if the rule is working correctly is when the bank narration feeds into the GL in the description field. But the current bank rules does not allow for this due to only using user created data in this field.
    How is anyone able to check if the bank rule has worked as intended.

    Monika Brand supported this idea  ·