Enter your idea

I can see why this doesn't have plans to be developed - it'd be too unique and helpful for an accounting software in general.

When do you expect to complete this project?

Import Bank Rules, to allow us to create the same rules across multiple client lists

That would be a really helpful feature

As always disappointed (but not unexpected) by Xero's lack of functionality on such an important day to day function. They should of had this working from day 1 to be frank. Wish we had more support from Xero on key accounting needs.

I asked for this Tue, 21 Nov 2017!
Xero have kindly deleted all dates so you can't see how long they have been procrastinating!
Now, 7 years later, they kindly update us that they're still not going to do anything

Good ol' Xero
Nowadays a waste of space!

We understand and know this is important to everyone

clearly you dont - if you knew it was important you would ensure you action rather than drive people away from your platform to elsewhere.

Your actions are clearly saying "its not important" rather than important. if you look at dictionary definition of important is "necessary or of great value" - you are clearly saying it aint necessary and aint of great value !

Import or setup Default Bank Rules would be nice because we are a local firm and many clients have identical bank rules that currently have to setup taking hours of configuration for each client.

It would also help if on the Rules listing page, if it had a bit more information, e.g. $ amount and GL Account code.

We really need this

Thanks Ann, great feedback! i have waited 3-4 years for any action on this personally. they are more interested in changing their plans and kicking people out of payroll for cash grab then helping with efficiencies. Given the amount of clients and users actually using Xero now its a complete waste of time setting this up for each new client and file... yet Xero have no urgency on these time saving ideas.. it is a great shame and will put some clients off using Xero the more they delay with these.

Xero are still very manual in a lot of their processes, even bulk asset disposals are still not enabled and don't get me started on reporting bugs.

INTRO: It is vital to have ability to export and import Rules. As per the other comments. Here is my communication with Xero Central. I have no idea how long it will take to work through the 350 as I re-set up a replacement Xero file !!!!!!

I would be very very grateful to have this features soon. Thanks Xero :)

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ME: What is the best way to 'transfer' Bank Rules from one Xero file to another please?

New Company LTD is a new company. It needs all the same Bank Rules as Old Company had (its predecessor).

I imaged something like export the Bank Rules from Old Company and import them all into New Company LTD.

Old Company is up to Rule Number 350, some of them are probably out of date now, but I mention this to highlight that we are dealing with a LOT of data and I am seeking the fastest way to update the new Xero file.

The Chart of Accounts in New Company LTD Xero file is identical to Old Company

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ME: Do you have any suggestions for a workaround or the most efficient way of 'copying' the Rules over?

On the face of it, its very very timing consuming to open up each Rule in old Xero (in a different browser) and recreate the identical one in new Xero.

Any hints about doing this as fast as possible.

Old Xero is up to Rule Number 350! (though quite a few gaps due to Deletions)

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XERO: There currently is no workaround, aside for having two monitors/browsers open, you will need to copy the bank rules over manually.

Is there any chance this may happen? As you can see from the responses this would make a huge difference to managing the Bank Rules.

It's extremely important for our firm to be able to import and export bank rules.

If not yet allowing upload via the interface could you at least allow bank rule updates via the API?

This would be a massive help. I have a client who is moving sole trader to Ltd, so now I'm having to start a new with lots of bank rules that have been built over the years for the their selling site needing to be recreated :(

Allow importing them from another organization (client) or the system.

How about you do this instead of re-doing features already available like invoicing? This is more time-saving than 'Invoicing Faster'.

The more help accountants have to save time, the better

Absolutely agreee this would save lots of time! Not only when taking on a new client but also to cross polinate between clients.