Bank rules makes your bank reconciliation easier, quicker and more accurate but how do they work in Xero?
If you do have issues with the bank balances not agreeing, this is usually due to the bank feed not being refreshed correctly, or duplicate items being entered into Xero.
If you have regular bank transactions such as parking, bank fees, loan payments and wages, which are not invoiced, you can set up bank rules within Xero to speed up time spent on reconciliation.
The long-awaited Packing Slip has now been introduced by Xero, if you have the new invoicing feature turned on.
Do you issue your sales invoices in Xero? If you do, then you will likely know about the many advantages that this function can offer and we take a look at some of them in this blog.