Bank Rules - Copy Bank Rules
Ability to duplicate bank rules.
Purpose: To save time from having to set up the same bank rule for each bank account.
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Richard Fenton
commented
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
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Anthony Landamore
commented
Or to create a similar rule in the same account
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Harvey Beck
commented
+1
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Victoria Kohlhagen
commented
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".
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Yenny Yang
commented
or have the ability to set up one bank rule for multiple accounts that aren't "all"
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Rebecca Van Drunen
commented
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
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Max Duerr
commented
Would save alot of time
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Ben Johnstone
commented
Painful time wasting doing repetitive work.
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Paul Singh
commented
Quickbooks have this feature and it saves a lot of time, What is Xero waiting for?
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Judi Meyer
commented
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.
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Philip Argy
commented
This would save me SO much time! When can we have it PLEASE?
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Claire Stone
commented
This would be a really useful idea - it's driving me mad that something so simple doesn't seem to be possible.
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Fiona Macartney
commented
Also needed when you want the same rule to apply to multiple accounts, but not all accounts (unless you create an option to allow us to select multiple accounts when setting up the rules)
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Alayne Clancy
commented
We still need this because different accounts put data in different fields. Example: transaction account puts data into description and credit card puts it into payee. Therefore I need to duplicate all rules and tweak the conditions by account