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

  Рет қаралды 9,934

The Bookkeeping Channel

The Bookkeeping Channel

Күн бұрын

Пікірлер: 12
@TheBookkeepingChannel
@TheBookkeepingChannel 2 жыл бұрын
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@AmazinglyMira
@AmazinglyMira 2 жыл бұрын
This is what I am looking for about "Apply rules" in xero, thank you so much
@TheBookkeepingChannel
@TheBookkeepingChannel 2 жыл бұрын
You're very welcome!
@prasadnilugal4691
@prasadnilugal4691 2 жыл бұрын
Very nice information sir
@yuriharada86
@yuriharada86 2 жыл бұрын
thank you!
@TheBookkeepingChannel
@TheBookkeepingChannel 2 жыл бұрын
Welcome!
@nooksy1114
@nooksy1114 7 ай бұрын
Very useful video
@selinacampbell2286
@selinacampbell2286 Жыл бұрын
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 Жыл бұрын
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?
@TheBookkeepingChannel
@TheBookkeepingChannel Жыл бұрын
The rules do auto apply in Xero. If they don't, you haven't set them up properly.
@kyliec9543
@kyliec9543 2 жыл бұрын
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
@TheBookkeepingChannel
@TheBookkeepingChannel 2 жыл бұрын
You need to use the Find & Match tool to match money you have received to an invoice.
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