Bank rules (2:55)

13 Comments

shelley Seay
February 2, 2010 at 11:38 am

Instruction video kept stopping then resumed after about a minute – sometimes.
Very Frustrating. Is the problem my end or yours.

Catherine Walker
February 2, 2010 at 12:02 pm

Hi Shelley, a couple of us have just run it through again and it’s not stopping at all at this end. It is one of our longer videos – if it is always stopping at the same point it may be cached on your machine up to that point – you may need to clear out your cache or trying viewing it from another browser.
Regards, Catherine

Vicki Kenny
February 2, 2010 at 2:12 pm

Wonderful!! This will save me heaps of time on my visa card statement entries which I have to change alot to not include GST. (overseas transactions)

Leigh-Ann Powell
February 2, 2010 at 6:18 pm

The Bank rules are not that intuitive.The reasons why are:
1) I have created a rule for a customer and when I went back to the bank transaction it did not show that there had been a rule setup.

2) The transaction assumed it related to another customer with the same amount.

3) I had purposefully not fixed the amount because I have a number of customers with the same amount.

4) Why can’t you create a rule from the cash coding screen?

5) What is the benefit of set the reference? I looked in the help screen and did not find the answer for “reference” helpful.

Catherine Walker
February 2, 2010 at 6:36 pm

Hi Leigh-Ann,
Thanks for this feedback, I’m getting your questions looked into along with the support tickets you’ve emailed – a couple of things you mention certainly sound strange, so we’ll get back to you as soon as we can.
Regards,
Catherine

Jared Gardner
April 4, 2010 at 4:04 pm

I also had problems with starting and stopping of video. All others videos so far have run fine

Pete
March 3, 2011 at 10:36 pm

I think the bank reconciliation and rules are fantastic.

Serg
July 7, 2011 at 6:37 pm

Hi, video is not working, but it doesn’t metter now. I have “played” a bit with bank rules – they are almost perfect(as you know nothing is perfect). Everyone who had problems with bank rules – you just have to “teach” them right – then they work very smooth. Thanks

Chris Wilkie
February 2, 2012 at 2:40 am

Hi,

I run two very similar businesses through different companies and therefore different bank accounts.

I have taken the time to set up dozens of ‘bank rules’ for the first company. Most of these rules will apply for the second company.

Is there a way to copy the rules so that I don’t have to do it manually again?

Many thanks

Penny
October 10, 2012 at 10:18 am

I am a new user & have imported my first bank statement for July. Am trying to create rules for most entries but each time I do it I get an error message that the account I’m allocating it to is not valid. The chart of accounts was imported from MYOB and all the accounts are showing in the Xero chart of accounts. Help!

Matt Barnett
October 10, 2012 at 8:47 am

Hi Penny. Make sure that in step 3 & 4 of creating a bank rule that the coding grid doesn’t have any unneeded incomplete rows. If you delete those extra rows you should be fine. If you’re still having issues please email support [at] xero.com.

Roberto Pineda
January 1, 2014 at 1:38 pm

It’s needed a way to copy / clone rules

Regan
September 9, 2014 at 11:00 pm

I think it is the time that xero telling us the truth about your rules. I wrote rules that xero picked up and used equal to payee and equal to description. This rule did pick up equal conditioned records also hundreds of non equal to as well. It assigned some value in it and make it impossible to reverse the action and has this stickiness . Even you go through each record to delete associations, strings in the box, next time you come back in it will still be there.

If you have a record less than 10 using rule is fine and perhaps you don’t need the rule at all. If you have record more than that such as 100 and that is the time water got very muddy. The time you need the rule and it doesn’t work well. I don’t think support team has any clue to sole this problem. Bank rule function has a long way to be useful. Need to hire good programers the one who knows how to search.

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