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
Thanks for all the attention and support this idea has collected, everyone. While we've made improvements to some of the screens in Bank Rules, we're still considering where others changes could be made, and it's helpful to see the traction on this idea.
With the new Bank Rules list view you'll find that you can now Search making it a little easier to group and manage your rules from within Xero. We're also enhancing the suggestions and auto matching when you reconcile which overtime will help to decrease the amount of rules a business may need.
We understand how being able to export rules would add another level to managing rules outside of Xero, and importing of rules would ease setups and we'll keep this idea front of mind and re-evaluate the interest when resource frees up to consider additional features.
Ben Jordaan commented
Dear Xero team
Please advise where you are with adding this feature?
Seems like a simple task to be honest?
Monya van Zyl commented
I have 15 companies with retail stores including Debonairs, Steers, Wimpy, Fishaway, Mugg & Bean, Barcelos & Galitos.
In sort i have 120 bank accounts that needs bank rules set up with tracking categories on each bank rule. Creating this manually is a huge task and very time consuming, i need a solution to either copy a bank rule and edit or export a batch rules, edit and then import again.
Alison Hogg commented
This would be amazing for clients who are sole traders and have to incorporate or have to migrate to a new subscription for whatever reason - it would save so much time than having to copy 40x bank rules from one sub to another sub.
Peter Miles commented
Import and export would be great.
Also, when you view you cannot see the value if it is a fixed amount, would be useful if when viewing you could see the value or the % ?
Barry White commented
This feature would be a massive time saver for all CA firms that have groups of clients in the same industries. It is very time consuming to have to create duplicate rules across every individual client ledger.
Matthew Whitingbird commented
I'm not sure if this has been previously mentioned, but bank rules that could be setup as universals across all clients I think would be a very useful function.
Sarah Jacobs commented
Yes, all set-up screens should have import/export functionality
Hein Kuenen commented
'you say you are a premium product'
It once seemed to be and/or intended to be but now the most premium about Xero is the price (and lack of support & development action is pretty good to ;-))
Hein Kuenen commented
Well put Carol Dufour!
Richard Millar commented
This really is a MUST feature that should be at the top brass level asking tecjh bods how quickly can we sort.
If top bods cannot see this they shouldnt be running the buisness as customers will go elsewhere
you say you are a premium product but this is abasic request - even sage allows you to import and export and xero would be the fisrt to say they are superior to sage - in this vital area they arte delinquent ion basic customer service.
Note Kelly Munro - sometimes ignoring the question and glosijg over the real need here is liekly to make people slightly irate. If you arent going to fix teh issue say nothig or tell us straight. This is a nota new gripe by any means.
Hitesh Halai commented
No expectation of this coming any soon:(
@xero - use chat gpt to give you more ideas
I save the emails when there is an update on a post I am interested in
We have been asking for this since before 2017........!
Shameful Xero! - you really don't listen to us anymore!
Bank Rules - Ability to import
Very keen to see this implemented and released. Any ETA on this being on the roadmap? Last official update 2017? Now currently June 2020.
Ross Nicol commented
Silly question, but if you are short of resources (as the last sentence of your comment implies) then would it not have been better to use the resources you did have to implement something we are asking for, ie exporting and importing rules, rather than change things that no one really seems to have been asking for at all?
Xero could be such a great product if only you could / would respond to user ideas and suggestions rather than seemingly persuing your own ideas that no-one seems to want / ask for.
It's got to the stage where I've got ideas of how you could improve (ie like being able to duplicate a client or 'reset' a client - ie remove all accounting and / or contact data to 'start again' but I don't see the point in posting them as this time next year they'll still be getting considered!
I've got an introduction meeting to our new account manager coming up so I'll 'vent' a little to him as well - not that it will do much good!
I do not want AI to suggest a code to me! I deliberately turn off the 'suggest previous entries' as I want to know that if a code comes up then it is because I have made a judgement to set it to do so.
I think AI should stand for 'artificial ignorance'!
Jason Grant commented
"We're also enhancing the suggestions and auto matching when you reconcile which overtime will help to decrease the amount of rules a business may need"
Interesting. Looks like AI is slated to make Using your own Brain obsolete (what we once called "Bank Rules").
This debate aside, here's a similar idea to exporting rules: -
That the Bank Rule screen should show more information other than the name of the rule and the condition, such as - wait for it...key information on the output side eg 2 The Contact 3 Line Items (Account Code and Tax Rate) and 4 Set the Reference, so you could see AT A GLANCE what the rules do, without editing them one by one.
But have no fear, I am not going to lose sleep on this and will leave this for a generation or two once Xero have sorted their "priority" ideas.
Alex Nye commented
What Carol Dufour said 😂
sadly time wasted implanting this over what people actually wanted
whoopsie do! You've given us a search facility that we could already get to using control 'f'. So no movement on this then !!
Dani Baker commented
This would be such a time saver!
Avi Ram commented
This is very important. if we migrate from other software, like QuickBooks , we should be able to import rules directly into XERO
Shehzaad Mohammed commented
Very critical and helpful for new customers just starting to use Xero. This would be a no-brainer to set up