Enter your idea

i.e. new rule using old rule as starting point.

Duplicating a bank rule, particularly would help with allocating wages quickly and accurately for different individuals where clients pay each person individually.

It would be really good, if you could go into an existing bank rule and have a 'copy and edit function'.

I have bank rules that I created in an excel document. Could this not be approached as a CSV import? Different issues, same problem, similar solution?

Please can you implement this. This takes ages every time we need to make a new rule. It's just a simple duplicate or 'save as'.

How hard could it be to implement something like this?

My request would be the ability to use an existing bank rule as the base for a new rule - copy then edit . Often you have similar rules that need setting up with just minor changes to one part of the rule. --same point as Judy Meyer below- (This is different than the idea described in the heading of this thread - which can already be attained to an extent by selecting to apply the rule to all bank accounts - using the last drop down on the rule creation page)

Be able to select singular bank rules or multiple and paste it into different companies and clients

Do we have this feature yet?
I'm surprised if we still do not have this feature. The need was raised in 2014. And now it's already 2023.

Maybe a more general idea would be to provide import and export of the rules so major edits could be done more easily in eg excel

Or to create a similar rule in the same account

+1

When a client changes bank accounts and my rules set by the payee field no longer work because the new account puts the value in the reference field. The lack of bank rule duplication/copy wastes so much time as I have to create a new version. I have a lot of bank rules where clients go to 30+ different suppliers and one bank rule covers all them because I have the field set to "payee".

or have the ability to set up one bank rule for multiple accounts that aren't "all"

Would be so helpful! Also the ability to copy a receive money rule and change to a spend money would be great for recording deposits/refunds

Would save alot of time

Painful time wasting doing repetitive work.

Quickbooks have this feature and it saves a lot of time, What is Xero waiting for?

If one could copy a bank rule and just change the criteria. For Example If Criteria X AND Criteria Y then post to Contact X. Copy to New Rule and just Change X to A and Post to Contact A.

This would save me SO much time! When can we have it PLEASE?