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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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  • 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

  • Robert L commented  ·   ·  Report

    Yes, please! This would be incredibly useful.

  • Shannon Lynds commented  ·   ·  Report

    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!

  • Paula Wyeth commented  ·   ·  Report

    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.

  • Dave Spruit commented  ·   ·  Report

    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.

  • Ged Hull commented  ·   ·  Report

    This would make setting new clients much quicker

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