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  1. Email Templates | Remittance - place holder for invoice number

    12 votes

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    submitted  ·  3 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Chris Pritchard supported this idea  · 

  2. Xero Mail - Add email signature with company logos to sent emails

    23 votes

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    submitted  ·  9 comments  ·  Users & setup » Navigation  ·  Admin →
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    Chris Pritchard supported this idea  · 

  3. Bank Rules - Ability to set Date as a criteria

    3 votes

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    3 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Sarah, when a bank rule is applied it'll use the date of the statement line to apply to the transaction it creates so you don't need to set this within the rule itself. Or are you saying you'd like to set the date of the transaction that's going to be created when the bank rule is applied? 

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    Chris Pritchard commented  · 

    I have several bills from Apple for various subscriptions, which are paid through PayPal.

    The invoices indicate the payee (Apple), transaction date, and amount. Many of these amounts are identical, making it challenging to differentiate between the different subscriptions since the invoices only state "Apple."

    Each subscription is charged on a different day of the month. It would be helpful to establish a bank rule that allows the transaction date to be used as a filter, so I can select a specific contact for that rule.

    For example:

    28th of the month - Apple £7.99 (I know that on the 28th it's always for Photoshop)

    25th of the month - Apple £7.99 (I know that on the 25th it's always for cloud storage)

    And this would apply to all transactions on their respective dates.

    Chris Pritchard supported this idea  · 
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