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94 votes
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Mebea Yohannes
commented
Xero team, We're currently manually copying and pasting descriptions from bank feed. This is necessary for audit trail and also for quality checks we run based on transaction description.
i know folks have voted and commented on this idea, but no feedback from Xero. Would someone please at least acknowledge and let us know if this is in the works or if we should find a third party solution, like a Chrome extension as a solution.
I think the worst part is just not knowing.
Mebea Yohannes
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3 votesMebea Yohannes
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3 votesMebea Yohannes
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30 votesMebea Yohannes
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4 votesMebea Yohannes
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9 votesMebea Yohannes
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When creating bank rules, it would be great to have the ability to Set the transaction description using bank statement description. NOTE. The functionality to set the transaction reference using the bank statement description is already available.
I'm not suggesting setting the Reference field using value from bank statements description. I'm strictly suggesting setting the transaction description using data from the bank statement description.
Note that this was a follow up to the idea posted under https://productideas.xero.com/forums/940636-for-accountants-bookkeepers/suggestions/50551854-bank-rules-use-the-bank-statement-line-descripti
which was closed by an Admin, but it appears I did not describe my suggestion well.