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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  · 

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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  • Junior Batista commented  ·   ·  Report

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

  • Aaron Cowper commented  ·   ·  Report

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

  • Zoe Collins commented  ·   ·  Report

    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 :(

  • Juan Cifuentes commented  ·   ·  Report

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

  • Dale Pinn commented  ·   ·  Report

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

  • Wendell Beuke commented  ·   ·  Report

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

  • Ben Jordaan commented  ·   ·  Report

    Dear Xero team

    Please advise where you are with adding this feature?

    Seems like a simple task to be honest?

    Kind regards
    Ben

  • Monya van Zyl commented  ·   ·  Report

    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  ·   ·  Report

    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.

  • Andy Ford commented  ·   ·  Report

    Since some clients use many of the same vendors, it would be nice to be able to either transfer bank rules from one client to another, or to be able to export bank rules previously created in one client, and then import them into a different client. This would be a huge time saver.

  • Peter Miles commented  ·   ·  Report

    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  ·   ·  Report

    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  ·   ·  Report

    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  ·   ·  Report

    Yes, all set-up screens should have import/export functionality

  • 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.

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