How to create a Bank Rule for a Bank Account Transfer in Xero
Вставка
- Опубліковано 20 сер 2024
- This exciting new feature in Xero (well it was in September 2017!) lets you create bank rules to deal with transfers between your bank accounts.
Until next time, happy xero-ing :-)
Thanks! Very clear and precise without the overload.
Glad it was helpful!
Excellent video. Thanks fellow Scot! Is this the same process for me to follow if I simply transfer money from my xero business account to my savings account every month? Transfers like this are independent of sales and expenses right?
Yes if your savings account is a business account. If it’s personal then it’s a spend money coded to Drawings for a sole trader or Directors Loan Account for a limited company.
@@XUSolutions Thank you so much.