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
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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Badi Ceren
commented
This needs to be implemented ASAP. Very important on reviewing what rules are doing and adjust accordingly.
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Victor Szmania
commented
this would be an incredible feature! please implement!
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Matt Norton
commented
With so many clients in the same industry this would save us a significant amount of time
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Jonathan Jones
commented
Great feature that would save time
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Martin Lanceley
commented
With so many clients needing the same rules this makes sense
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Chris Shaw
commented
Will save an incredible amount of time, would be an extremely valuable feature
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Joanne Eggins
commented
would save valuable time - I cannot believe this is not available!
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Amber Whitt
commented
This would be an incredibly useful feature and is very important to implement
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Rebecca Starks
commented
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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Amber Leet
commented
This is a critical feature and will save our firm time. Please expedite this feature
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Todd Smith
commented
This is a critical feature and will save our firm time. Please expedite this feature.
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Amy Velazquez
commented
Bank rules save time and are great for controlling how bank transactions are categorized. We need this feature to apply across multiple Xero accounts.
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Salma Shamsi
commented
We import frequently and a lot of transactions so need this.
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Sayem Hasan
commented
Allowing to copy bank rules across all company in the firm is a critical matter. Please allow us to have that asap. Thank you
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Michael Still
commented
An essential feature. This would be an excellent feature where multiple companies are supported across practice. Essential....
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Christian Morales
commented
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!
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Ann Schofield
commented
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.
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Andrew Tindale
commented
I think this is essential. As my businesses grow I still use many of the same suppliers and the rules save so much time.
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Leon Fleyshman
commented
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
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AdminTaylor Clark
(Admin, Xero)
commented
This would be huge to 'Copy' or 'Import' Bank Rules for new clients, who are really important to make a good impression with