Xero Bank Accounts – How to Edit a Bank Rule

In this tutorial, we will edit a bank rule that already exists in Xero’s demo company. While there are a number of bank rule variables you can edit, for this exercise we will change the general ledger code that transactions are being allocated to. You can copy...

Xero Bank Accounts – How to Create a Bank Rule

Using bank rules in Xero is a great way to reduce the amount of manual work you need to do to reconcile your bank accounts. In this tutorial, we will create a bank rule in Xero’s demo company. You can copy the steps taken here by using the Demo Company in your Xero...

Xero Bank Accounts – How to Restore a Bank Account

This guide will show you how to restore a bank account that has previously been archived in Xero’s demo company. Before restoring the bank account, we need to ensure it is archived. If you have not already archived a bank account in Xero’s demo company, please follow...