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Post Info TOPIC: Creating rules in Xero
TaxAdviser


Veteran Member

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Creating rules in Xero
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Hello

I hope everyone has had a lovely summer, now it appears to be over I am catching up on work.  

My client has similar expenses each month for which they want to create rules.  

Does anyone know a quick way to automate the bookings in Xero - sometimes it guesses based on the description but sometimes it does not?

I just visited my client and we tried to complete the Create Rule box but it seemed very complex.

Any tips?

Thanks

Hannah



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Cheshire


Master Book-keeper

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Hi Hannah I would say what summer, although it appears we are getting the lovely weather now wink

I dont use xero, but have you tried one of the Yube Tube vids?  Might be worth a look.



__________________

 Joanne 

Winner of Bookkeeper of the Year 2015, 2016 & 2017 

Thoughts are my own/not to be regarded as official advice,which should be sought from a suitably qualified Accountant.

You should check out answers with reference to the legal position
MarkS


Expert

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It may be that if it isnt picking up all the time that rather than what you are searching being brought in in the description box it is in either the reference or payee box.

To cover all bases would set up the rule with whatever you want to it search for but set up the rule for "any" of either the description, reference or payee box.



__________________

Mark Stewart CA

http://stewartaccounting.co.uk/

Providing accounting, bookkeeping, payroll and tax services to small and medium sized businesses across Central Scotland and beyond.
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