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6 votes
Interesting idea, Bernadette. Trying to get a better picture - would this be a consistent document that you'd want attached to any transaction that was created with the rule. Or just a static document that was attached to the Bank Rule in your bank account setup ?
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Bernadette Backhouse
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4 votes
Hi Cath, when you say you have to log out and then into the other org, are you using 2 separate Xero account logins?
Appreciate not the ideal solution but you could use incognito mode atm, to open the organisation you need to reference?
Bernadette Backhouse
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68 votes
An error occurred while saving the comment Bernadette Backhouse
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It would be helpful to have a page arrow selection key at the top of the page as well as the bottom within the account transaction listing on the bank statement page, especially with the larger items per page to scroll through. Maybe an arrow which is fixed no matter where you are within the scroll of transactions?
Bernadette Backhouse
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5 votesBernadette Backhouse
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18 votesBernadette Backhouse
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13 votesBernadette Backhouse
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18 votesBernadette Backhouse
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Generally, I set bank rules up for items that are paid by the month like insurance and telephone. As they are usually reviewed annually, I would think a static document in the bank rule tab would be sufficient and easy to access. I wouldn't rule out trying to connect the document to each transaction for that corresponding bank rule though :-).