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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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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

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.

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  • Hein Kuenen commented  ·   ·  Report

    '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 ;-))

  • Richard Millar commented  ·   ·  Report

    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  ·   ·  Report

    No expectation of this coming any soon:(
    @xero - use chat gpt to give you more ideas

  • Carol Dufour commented  ·   ·  Report

    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  ·   ·  Report

    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!

  • Carol Dufour commented  ·   ·  Report

    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  ·   ·  Report

    "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  ·   ·  Report

    What Carol Dufour said 😂

    sadly time wasted implanting this over what people actually wanted

  • Carol Dufour commented  ·   ·  Report

    whoopsie do! You've given us a search facility that we could already get to using control 'f'. So no movement on this then !!

  • Avi Ram commented  ·   ·  Report

    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  ·   ·  Report

    Very critical and helpful for new customers just starting to use Xero. This would be a no-brainer to set up

  • Rachel Fisch commented  ·   ·  Report

    This would be a game-changer for our highly-niched firm as the vast majority of our bank rules are identical across our 200 clients.

  • Hitesh Halai commented  ·   ·  Report

    Other providers has it, xero can do this to save time. Awaiting this function........thanks

  • Vladimir Vanovac commented  ·   ·  Report

    Yes please add this function in Xero HQ so we can push to all or selected entities we manage. Thanks.

  • Santosh Sekar commented  ·   ·  Report

    It's insane that this isn't possible. I'd imagine it could be as simple as exporting / importing a CSV.

  • Jody Samuel commented  ·   ·  Report

    This would save a great deal of time if this feature was available

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