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Bank Rules - Ability to import and export

Allow users the ability to import and export bank rules.

This would save time having to manually create similar bank rules in Xero, and ease with new client organisation setup

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

    Please! My clients have similar bank rules abd it is so time consuming setting them up each time. Thank you.

  • Viona Gunawan commented  ·   ·  Report

    Yes please, we really need feature to import bank rules to excel. I have hundreds of bank rules and it's hard to check which one is no longer valid. Thank you

  • PD Moua commented  ·   ·  Report

    Please make this happen. I'm shutting down one account to open another and I surely do not want to recreate all the bank rules, I and a Xero Pro, have created together, all over again. That is painful. I'd like to export all my current bank rules and import it into my new account.

  • Badi Ceren commented  ·   ·  Report

    This needs to be implemented ASAP. Very important on reviewing what rules are doing and adjust accordingly.

  • Victor Szmania commented  ·   ·  Report

    this would be an incredible feature! please implement!

  • Matt Norton commented  ·   ·  Report

    With so many clients in the same industry this would save us a significant amount of time

  • Martin Lanceley commented  ·   ·  Report

    With so many clients needing the same rules this makes sense

  • Chris Shaw commented  ·   ·  Report

    Will save an incredible amount of time, would be an extremely valuable feature

  • Joanne Eggins commented  ·   ·  Report

    would save valuable time - I cannot believe this is not available!

  • Amber Whitt commented  ·   ·  Report

    This would be an incredibly useful feature and is very important to implement

  • Rebecca Starks commented  ·   ·  Report

    This would help SO much, our clients are all in the same industry, so being able to apply a rule across multiple clients would be amazing.

  • Amber Leet commented  ·   ·  Report

    This is a critical feature and will save our firm time. Please expedite this feature

  • Todd Smith commented  ·   ·  Report

    This is a critical feature and will save our firm time. Please expedite this feature.

  • Amy Velazquez commented  ·   ·  Report

    Bank rules save time and are great for controlling how bank transactions are categorized. We need this feature to apply across multiple Xero accounts.

  • Salma Shamsi commented  ·   ·  Report

    We import frequently and a lot of transactions so need this.

  • Sayem Hasan commented  ·   ·  Report

    Allowing to copy bank rules across all company in the firm is a critical matter. Please allow us to have that asap. Thank you

  • Michael Still commented  ·   ·  Report

    An essential feature. This would be an excellent feature where multiple companies are supported across practice. Essential....

  • Christian Morales commented  ·   ·  Report

    How is this feature not in Xero already? Having a standard set of bank rules to be able to import into a client would save an incredible amount of time. Please do your accountant users a favor and implement this ASAP!

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