Settings and activity
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20 votes
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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Bernadette Backhouse
commented
Could we attach the original document to the bank rule so others with access to the account can view the source document?
Bernadette Backhouse
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8 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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73 votes
An error occurred while saving the comment Bernadette Backhouse
commented
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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20 votesBernadette Backhouse
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15 votesBernadette Backhouse
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19 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 :-).