Rules filtered by payment method
The ability to set up rules to automatically categorise the Xero Chart of Account per payment method would be great for employees uploading their travel receipts as we track in a separate account for each employee in Xero. Or the ability to further refine supplier rules - if supplier is X and payment method is Y = categorise to specific chart of account.
4
votes
Kaley Wakely
shared this idea
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Courtney Carswell commented
This is something that I'm looking to do right now! We have credit cards / bank accounts for specific business locations, but common vendors across all our branches so supplier rules don't do all the things we need it to do.