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.
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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.
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Alex Nye commented
What Carol Dufour said 😂
sadly time wasted implanting this over what people actually wanted
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Carol Dufour commented
whoopsie do! You've given us a search facility that we could already get to using control 'f'. So no movement on this then !!
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Dani Baker commented
This would be such a time saver!
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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
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Shehzaad Mohammed commented
Very critical and helpful for new customers just starting to use Xero. This would be a no-brainer to set up
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Rivka Nathan commented
Yes please
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Tim Longhurst commented
This would be amazing.
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Rachel Fisch commented
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.
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Hitesh Halai commented
Other providers has it, xero can do this to save time. Awaiting this function........thanks
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Vladimir Vanovac commented
Yes please add this function in Xero HQ so we can push to all or selected entities we manage. Thanks.
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Santosh Sekar commented
It's insane that this isn't possible. I'd imagine it could be as simple as exporting / importing a CSV.
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Jody Samuel commented
This would save a great deal of time if this feature was available
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Jacob Salas commented
Please add this functionality ASAP, I work for a accounting firm that starts new clients all the time and this will save a tremendous amount of time. Thank you! JS
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Yvette Cree commented
Please! My clients have similar bank rules abd it is so time consuming setting them up each time. Thank you.
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Viona Gunawan commented
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
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PD Moua commented
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.
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Done.Right.Now. . commented
YES PLEASE - tout de suite!
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Badi Ceren commented
This needs to be implemented ASAP. Very important on reviewing what rules are doing and adjust accordingly.
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Victor Szmania commented
this would be an incredible feature! please implement!