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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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  • Amy Velazquez commented  ·   ·  Report

    Bank rules save time and are great for controlling how bank transactions are categorized. We need this feature to apply across multiple Xero accounts.

  • Salma Shamsi commented  ·   ·  Report

    We import frequently and a lot of transactions so need this.

  • Sayem Hasan commented  ·   ·  Report

    Allowing to copy bank rules across all company in the firm is a critical matter. Please allow us to have that asap. Thank you

  • Michael Still commented  ·   ·  Report

    An essential feature. This would be an excellent feature where multiple companies are supported across practice. Essential....

  • Christian Morales commented  ·   ·  Report

    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!

  • Ann Schofield commented  ·   ·  Report

    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.

  • Andrew Tindale commented  ·   ·  Report

    I think this is essential. As my businesses grow I still use many of the same suppliers and the rules save so much time.

  • Leon Fleyshman commented  ·   ·  Report

    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

  • AdminTaylor Clark (Admin, Xero) commented  ·   ·  Report

    This would be huge to 'Copy' or 'Import' Bank Rules for new clients, who are really important to make a good impression with

  • Carol Dufour commented  ·   ·  Report

    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  ·   ·  Report

    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..

  • Megan Smith commented  ·   ·  Report

    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!

  • Magnolia Capital Advisory commented  ·   ·  Report

    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.

  • Riccardo Giletti commented  ·   ·  Report

    It would save hours when setting up a new company. should be able to store rule templates like a chart of accounts

  • Amit Rathod commented  ·   ·  Report

    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.

  • Mandie Colledge commented  ·   ·  Report

    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.

  • Mark Jenkins commented  ·   ·  Report

    Saves businesses time and the need to seek help outside there core work

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