Issue 02

Getting the most out of bank rules on Xero

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Duncan Folkes, Xero specialist at Carpenter Box, talks to XU Magazine about bank rules, and how they can be set up to speed up your day to day bookkeeping with the minimum of hassle.

Bank rules are a fantastic tool to use in Xero that can significantly speed up the bank reconciliation process. However, they are also something I regularly see being set up incorrectly.

With this step by step guide I am hoping to make the set up process easier for you, while covering the common pitfalls I come across.

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About the author

Duncan Folkes, Carpenter Box

Duncan is the Xero specialist at Carpenter Box.