Bank Rules - Report & Search
We are using bank rules extensively. Being able to search the bank rules via a downloadable report would help us determine which accounts are being impacted by bank rules. There is no way for us to currently see the accounts impacted by a rule without opening each individual bank rule... which is very time consuming.
AdminXero Team
(Admin, Xero)
shared this idea
Hi everyone, thanks to those who took part in the ‘search your bank rules’ pilot - the feedback we received from this was really valuable.
I’m pleased to let you know that we’ve now rolled out the ability to search bank rules for all Xero users, permanently, and you should all have access to this on the bank rules list screen! 🎉 I’ll go ahead and mark this feature as done to return your votes to you all.
I do appreciate that the export aspect of this request hasn’t been completed, however most feedback here has actually only requested the ability to search bank rules. If you’re wanting the ability to export as well though, please start a new feature request so we can monitor the specific interest for this.
Feel free to come share your thoughts on our Discussion here once you’ve had the chance to try the new feature out, but otherwise, enjoy being able to search your bank rules everyone! 😊
