Bank Rules - Copy Bank Rules
Ability to duplicate bank rules.
Purpose: To save time from having to set up the same bank rule for each bank account.
AdminXero Team
(Admin, Xero)
shared this idea
Hi everyone, there’s been plenty of great discussion around this idea, and we get how being able to copy bank rules would take a lot of repetition out of setup work.
It’s something we’d like to make happen, but with other priorities in this space right now hasn't been something we can add to the roadmap yet.
It may come to life as part of the ongoing improvements in the Bank Reconciliation area, and we'll defintiely let you know here if there's any progress.
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Alayne Clancy
commented
We still need this because different accounts put data in different fields. Example: transaction account puts data into description and credit card puts it into payee. Therefore I need to duplicate all rules and tweak the conditions by account