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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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  • 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

  • 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.

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