Our five favourite automation features in Xero

Think of automation as the brawn in your business or practice. When you use tools and features that do the heavy lifting of all of those little daily to-dos, you free up the brain to focus on the bigger picture. 

At Xero, we want every customer to say goodbye to mundane data entry and hello to increased productivity and clarity, with a suite of automation tools that are designed to lighten the load of every part of their workflow.

Here’s a list of our existing automation favourites (and some new improvements) to include in your toolkit, offering you ease and speed when those things matter most.

A new look for bank rules

Setting up bank rules is an easy way to get Xero to automatically code transactions on your bank reconciliation screen, based on criteria you’ve set. They can save you time, reduce human error and ensure consistent coding, which means you can enjoy more efficient reporting.

We’ve recently given bank rules a new look that aligns with other features in Xero. It’s all part of our work to upgrade the technology that underpins our platform, so we can release new features faster than ever before. We’ve also improved the functionality, including streamlining the steps to create or edit a bank rule, as well as the ability to switch between rule types without losing data.

Powerful, accurate bank reconciliation

Ultimately, our goal is for you to open your bank reconciliation screen and, with as little input as possible, have an accurate and up-to-date general ledger. The progress we’ve taken to automate how easily and efficiently you can reconcile represents a big step towards this. – Read more

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