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  1. Bank Rules - Set Reference to Custom Text

    44 votes

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    26 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, while we appreciate the interest this idea is slowly gaining we want to be open that this isn't a feature planned for the time being.

    We will continue to get a sense of the interest from the community around this and share if there are any changes to update you of.

    David Larter supported this idea  · 
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    David Larter commented  · 

    When creating a Bank Rule option 4 is Set The Reference. These are pulled from the statement details provided. Often these details are left blank therefore no decent description is provided.
    Another option should be provided so the user can enter a reference that is saved in the rule for every time that rule is used.
    I understand the the option to set the reference at Bank Reconciliation But that defeats the purpose of a bank rule as you still have to open View Details to enter the reference.