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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

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hello everyone, we appreciate all the support here and understand how being able to import and export bank rules would help with clean up, and save time in updating or adding bank rules.

The idea has been closely considered, however we want to be transparent that building this specific feature is not on our roadmap.

Our current focus within bank reconciliation is on delivering more automation and intelligent tools to help you reconcile faster. This includes improving the core functionality of how Xero suggests and matches transactions, ultimately aiming to reduce the need for manual rule creation and management.

We're confident that these broader improvements will help streamline your workflow and address some of the underlying pain points you've raised. We appreciate your passion and feedback on this topic, and you can stay up to date with what's coming for bank reconciliation and other features on The Long and Short of it. Thanks for being a part of our community.

Show previous admin responses (3)
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  • Rachel Fisch commented  ·   ·  Report

    This would be a game-changer for our highly-niched firm as the vast majority of our bank rules are identical across our 200 clients.

  • Hitesh Halai commented  ·   ·  Report

    Other providers has it, xero can do this to save time. Awaiting this function........thanks

  • Vladimir Vanovac commented  ·   ·  Report

    Yes please add this function in Xero HQ so we can push to all or selected entities we manage. Thanks.

  • Santosh Sekar commented  ·   ·  Report

    It's insane that this isn't possible. I'd imagine it could be as simple as exporting / importing a CSV.

  • Jody Samuel commented  ·   ·  Report

    This would save a great deal of time if this feature was available

  • Jacob Salas commented  ·   ·  Report

    Please add this functionality ASAP, I work for a accounting firm that starts new clients all the time and this will save a tremendous amount of time. Thank you! JS

  • Yvette Cree commented  ·   ·  Report

    Please! My clients have similar bank rules abd it is so time consuming setting them up each time. Thank you.

  • Viona Gunawan commented  ·   ·  Report

    Yes please, we really need feature to import bank rules to excel. I have hundreds of bank rules and it's hard to check which one is no longer valid. Thank you

  • PD Moua commented  ·   ·  Report

    Please make this happen. I'm shutting down one account to open another and I surely do not want to recreate all the bank rules, I and a Xero Pro, have created together, all over again. That is painful. I'd like to export all my current bank rules and import it into my new account.

  • Badi Ceren commented  ·   ·  Report

    This needs to be implemented ASAP. Very important on reviewing what rules are doing and adjust accordingly.

  • Matt Norton commented  ·   ·  Report

    With so many clients in the same industry this would save us a significant amount of time

  • Martin Lanceley commented  ·   ·  Report

    With so many clients needing the same rules this makes sense

  • Chris Shaw commented  ·   ·  Report

    Will save an incredible amount of time, would be an extremely valuable feature

  • Joanne Eggins commented  ·   ·  Report

    would save valuable time - I cannot believe this is not available!

  • Amber Whitt commented  ·   ·  Report

    This would be an incredibly useful feature and is very important to implement

  • Rebecca Starks commented  ·   ·  Report

    This would help SO much, our clients are all in the same industry, so being able to apply a rule across multiple clients would be amazing.

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