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    Thanks for the added detail, everyone. It's good to be able to share this detail back with our teams.

    Appreciate why Bank Rules won't help for cash accounts and where you don't have a bank feed coming into the account.

    Being open, this isn't something we have plans for changing in the short-term. We'll leave the idea open for our product team to continue considering how we could improve efficiency in some of the situations you've described. If there are any updates we'll share this with you all here.

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    Dave Eshbach commented  · 

    Wow this is crazy. I was really impressed with Xero and wanted to start my own practice sometime and focus on Xero however.... Not sure now. Seems like this system has quite a few limitations including Hubdoc. It's horrible compared to Dext.

    Dave Eshbach supported this idea  ·