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Bank rule ideas

Goes with Chapter 4, "Bank Feeds and Reconciling". Starting rows for the regular payments that never have a bill, with the account and tax rate each usually takes. Change the wording in the first column to match how the payee appears on your own bank statement, delete what you don't need, add your own, then copy each into Xero's bank rules. Don't create rules for suppliers you have bills for, or the rule may create a duplicate instead of matching the bill.
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Books running themselves? Automate the rest of the admin.Readers of Xero pick up AI Automation next: 19 ready-made workflows that win back hours every week, without code or jargon.
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AI Automation The 19 workflows that take the admin off a small business's plate, which tools to use, and a 30-day plan to get there.
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Starting a UK Business Choose the right structure, register with HMRC and Companies House, set up the money and get through your first year without a nasty surprise.
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