Bookkeeping

Using xero bank rules to automate categorisation and cut reconciliation time by 70%

I used to dread bank reconciliation. I’d sit with a cuppa and a growing list of unmatched transactions, wondering how I’d ever stay on top of month‑end without spending hours chasing receipts and coding similar transactions one by one. Then I leaned into Xero bank rules, and the time I spend...

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Using xero bank rules to automate categorisation and cut reconciliation time by 70%

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