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.
104
votes
AdminXero Team
(Admin, Xero)
shared this idea
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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