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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Matt Norton commented
With so many clients in the same industry this would save us a significant amount of time
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Jonathan Jones commented
Great feature that would save time
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Martin Lanceley commented
With so many clients needing the same rules this makes sense
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Chris Shaw commented
Will save an incredible amount of time, would be an extremely valuable feature
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Joanne Eggins commented
would save valuable time - I cannot believe this is not available!
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Amber Whitt commented
This would be an incredibly useful feature and is very important to implement
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Rebecca Starks commented
This would help SO much, our clients are all in the same industry, so being able to apply a rule across multiple clients would be amazing.
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Amber Leet commented
This is a critical feature and will save our firm time. Please expedite this feature
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Todd Smith commented
This is a critical feature and will save our firm time. Please expedite this feature.
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Amy Velazquez commented
Bank rules save time and are great for controlling how bank transactions are categorized. We need this feature to apply across multiple Xero accounts.
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Salma Shamsi commented
We import frequently and a lot of transactions so need this.
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Sayem Hasan commented
Allowing to copy bank rules across all company in the firm is a critical matter. Please allow us to have that asap. Thank you
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Michael Still commented
An essential feature. This would be an excellent feature where multiple companies are supported across practice. Essential....
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Christian Morales commented
How is this feature not in Xero already? Having a standard set of bank rules to be able to import into a client would save an incredible amount of time. Please do your accountant users a favor and implement this ASAP!
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Ann Schofield commented
An essential feature. Also the Export would be great to view the Rules 'as a whole' when tidying up - to identify which are now redundant or need to be updated.
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Andrew Tindale commented
I think this is essential. As my businesses grow I still use many of the same suppliers and the rules save so much time.
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Leon Fleyshman commented
would be great to be able to add a new rule created in one client to a library of bank rules that would be made available for other clients
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Taylor Clark commented
This would be huge to 'Copy' or 'Import' Bank Rules for new clients, who are really important to make a good impression with
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Carol Dufour commented
Client just changed legal entity.
Had I been able to download the bank rules from the old company and upload them to the new it would have saved me hours of work.
When are you going to prioritise this Xero?
Enough with Apps and 'pretty things' let us have some decent functionality please -
Blake Walsh commented
15/07/2022 - Why is this not a feature? core accounting software like Banklink offer memorizations and you can setup firm wide master ones to apply to all clients. At least let us do a template or import/export feature. There must be a way to do an import and if we have to spend time to direct to a certain COA better then starting from scratch. Alot of time wastage in Xero having to duplicate information. We have for commercial purposes a business owner running 4 businesses exactly the same.. but we need to spend 4x time to duplicate bank rules and other reports etc. As Xero is getting bigger need to think of efficiency optimizations, we still cant bulk sell out 200 assets etc so there is core time wastage that Xero can and needs to address..