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Banking & chart of accounts: Reconciliation

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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

548 votes

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi community, thanks for your responses to our update and the continued interest this idea receives. We're keeping a watchful eye on the support this idea gathers.

As mentioned in my last update our immediate focus for now is delivering more automation and intelligent tools to help you reconcile faster.

However, we understand and appreciate the pain points shared through this idea and will move the status of this to Accepted as our product team look into more details around this and how we might plan this into the roadmap.

I'll keep you updated of any developments in this space.

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  • Kim Peters commented  ·   ·  Report

    Really? How many votes does it need for it to be taken seriously?

  • Terry Lavelle commented  ·   ·  Report

    For me the ability to download and upload is a way to address the real problem, which is to be able to update in bulk.
    That said, it would be good to be able to see a report that could be sorted and compared as well. And then load it back up with corrections if necessary. Some people ue a lot of bank rules and it's easy to get lost.

  • Naomi Dunne commented  ·   ·  Report

    We have case where a partnership has ceased and started as sole trader. It would be handy to be able to export/import the bank rules to the new sole trader file from the old as the the business, suppliers and customers remain unchanged between the 2 files.

    It would also be handy as we are in a rural area to have a master chart of rules for obvious drawings, bank fees, interest etc.

  • Justin Gibbs commented  ·   ·  Report

    Judging by the many comments in wanting Bank Rules export as a basic feature it might be worth Xero Dev considering this feature as a priority. This is such a tedious task for any accounting firm or business.

  • Leigh Weber commented  ·   ·  Report

    It would be very useful and time saving if we could import bank rules into xero. We find we are entering the same ones many times

  • Stephanie Leito commented  ·   ·  Report

    @Paul, new invoicing really doesnt make any sense if recurring invoices stayed the same (with a change that now there are extra steps when adding new emails to the profile, just to make our lives harder) This is by far the most hated DOWN grade ever, i cant wait for management to decide to move away from this BS

  • Paul Howlett commented  ·   ·  Report

    Cool beans.

    Add to the pile something else that bookkeepers and accountants (i.e. Xero power users) would ACTUALLY find useful and time saving, but no Xero is too busy ruining basic functionality (*cough*new invoicing*cough*)...

  • Barbara J. commented  ·   ·  Report

    Importing and Exporting Bank Rules is a needed feature. It saves time with new client set ups and transitions from QBO files.

  • Barbara J. commented  ·   ·  Report

    Importing and Exporting Bank Rules is a necessary feature to help complete with QBO. I've been slowly clients to QBO, but the bank rule process is tedious to rebuild in Xero one by one. I also would like to have a way to bulk delete bank rules for client that disengage.

  • Katherine Sullivan commented  ·   ·  Report

    Please set this up so we can just use same bank rules accross files, seems like this should be in place. Cant be too hard to do it. With more AI and automation this is an easy win.

  • Jonathan VanHorn commented  ·   ·  Report

    I can see why this doesn't have plans to be developed - it'd be too unique and helpful for an accounting software in general.

  • Sasha Nicely commented  ·   ·  Report

    Import Bank Rules, to allow us to create the same rules across multiple client lists

  • Blake Walsh commented  ·   ·  Report

    As always disappointed (but not unexpected) by Xero's lack of functionality on such an important day to day function. They should of had this working from day 1 to be frank. Wish we had more support from Xero on key accounting needs.

  • Carol Dufour commented  ·   ·  Report

    I asked for this Tue, 21 Nov 2017!
    Xero have kindly deleted all dates so you can't see how long they have been procrastinating!
    Now, 7 years later, they kindly update us that they're still not going to do anything

    Good ol' Xero
    Nowadays a waste of space!

  • Richard Millar commented  ·   ·  Report

    We understand and know this is important to everyone

    clearly you dont - if you knew it was important you would ensure you action rather than drive people away from your platform to elsewhere.

    Your actions are clearly saying "its not important" rather than important. if you look at dictionary definition of important is "necessary or of great value" - you are clearly saying it aint necessary and aint of great value !

  • Thomas Marshall commented  ·   ·  Report

    Import or setup Default Bank Rules would be nice because we are a local firm and many clients have identical bank rules that currently have to setup taking hours of configuration for each client.

  • Peter Miles commented  ·   ·  Report

    It would also help if on the Rules listing page, if it had a bit more information, e.g. $ amount and GL Account code.

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