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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.

112 votes

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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  • Paul Singh commented  ·   ·  Report

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

  • Judi Meyer commented  ·   ·  Report

    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.

  • Philip Argy commented  ·   ·  Report

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

  • Claire Stone commented  ·   ·  Report

    This would be a really useful idea - it's driving me mad that something so simple doesn't seem to be possible.

  • Fiona Macartney commented  ·   ·  Report

    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)

  • Alayne Clancy commented  ·   ·  Report

    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

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