Xero Bank Accounts - How to Use Bank Rules to Automate Your Bank Account Reconciliations in Xero

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  • Опубліковано 22 гру 2024

КОМЕНТАРІ • 12

  • @mark-and-trina
    @mark-and-trina  2 роки тому

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  • @AmazinglyMira
    @AmazinglyMira 2 роки тому +1

    This is what I am looking for about "Apply rules" in xero, thank you so much

  • @selinacampbell2286
    @selinacampbell2286 Рік тому

    Thank you for the great video. Can I use the bank rules for phone bills? Eg: if the phone bill is 80% business use and 20% Private? Thank you for your time! :)

  • @lorettabrandolini6002
    @lorettabrandolini6002 Рік тому

    Hi Thanks for the helpful video - is it possible to have the rules auto apply like in other programs like quick books? or do you have to click ok every time?

    • @mark-and-trina
      @mark-and-trina  Рік тому

      The rules do auto apply in Xero. If they don't, you haven't set them up properly.

  • @kyliec9543
    @kyliec9543 2 роки тому

    Hi There, was trying to find a video showing Receive Money Bank Rule - To see if we can use it to set the contact as well as mark off their outstanding invoices, do you know if this is possible ? Thank you

    • @mark-and-trina
      @mark-and-trina  2 роки тому +1

      You need to use the Find & Match tool to match money you have received to an invoice.

  • @prasadnilugal4691
    @prasadnilugal4691 3 роки тому +1

    Very nice information sir

  • @nooksy1114
    @nooksy1114 11 місяців тому

    Very useful video

  • @yuriharada86
    @yuriharada86 2 роки тому

    thank you!