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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

476 votes

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi community, sometime on since my last post we wanted to provide an update for your all here and appreciate the continued attention this idea is receiving.

We want to be upfront that at this time focuses for the team are in other areas of bank reconciliation and we don't have any current plans for developing the ability to import and export bank rules from an organisation.

We understand and know this is important to everyone that has voted for the idea and will continue to review and pay close attention to the feedback and votes here. When there is more opportunity for the team to refocus efforts here we will keep you informed of any progress.

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  • 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

  • Jacob Salas commented  ·   ·  Report

    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

  • 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.

  • 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!

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