In our Xero tip for June, Josh Wilson (our tech guru) is running through bank rules in Xero.

Those of you who’ve been using Xero for a while would’ve seen scenarios where Xero automatically matches you with potential transactions. You’ll also be aware that it doesn’t always get those right. This is where Bank rules fit in, and Josh is running through how to set up a rule from scratch.

If you have any suggestions for topics or areas of Xero you’d like covered, feel free to send through your requests to