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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Megan Smith commented
Soooooo important! We just converted to a company so a whole new Xero and now I have to manually input all of the rules - so silly that this isn't a feature to be able to copy them over from another company. Please set it up so it can save a lot of time for all of us!
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Magnolia Capital Advisory commented
Why is this not already a feature. I have a client who has a new business structure and wants to use the same bank rules. I now have to spend hours setting them up in the new entitiy.
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Riccardo Giletti commented
It would save hours when setting up a new company. should be able to store rule templates like a chart of accounts
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Charlie Xie commented
essential to bookkeeper and accountant
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Amit Rathod commented
This bank rules import and export facility must be there. It is essential and this facility is very much available in Quick Book. Request Xero Support & Technical Team to make this facility available for all xero account users.
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Mandie Colledge commented
It also allows Bookkeepers to have their clients check the account allocations and sign off on them adding another layer of confirmation from client which reduces errors and reworks and adds to client confidence.
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Tanya Flintoff commented
I have a client with 300+ bank rules so this would good.
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Zhirayr Hakobyan commented
This would be a great feature
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Mark Jenkins commented
Saves businesses time and the need to seek help outside there core work
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Robert L commented
Yes, please! This would be incredibly useful.
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Shannon Lynds commented
Yes!
Really hard to keep a tidy Chart of Accounts when you can't archive accounts no longer used because there is a bank rule against it, but you can't find which rule to edit/delete without opening every single one!
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Dan Hunter commented
This needs to be implemented NOW!
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Paula Wyeth commented
I have a client with 225 rules and he allocates a lot of personal transactions using a rule to 880 Drawings (880 is locked so it can't be archived), the amounts need to go to his Beneficiary Loan Account but I don't want to open 225 rules to see which ones are being allocated to the drawings account. I also don't want to be clicking into each entry in his drawings transactions to see which ones have a rule in place. A simple export of the details of the rule would be helpful and also if we can click one button to sort A-Z for the name of the rule as he has multiple rules for some with similar names.
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Dave Spruit commented
It would help a load when I need to delete or clear Bank Rules as we have hundreds and it is really difficult to page through them to decide which need to be deleted.
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Ged Hull commented
This would make setting new clients much quicker