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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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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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  • Carol Dufour commented  ·   ·  Report

    Client just changed legal entity.
    Had I been able to download the bank rules from the old company and upload them to the new it would have saved me hours of work.
    When are you going to prioritise this Xero?
    Enough with Apps and 'pretty things' let us have some decent functionality please

  • Blake Walsh commented  ·   ·  Report

    15/07/2022 - Why is this not a feature? core accounting software like Banklink offer memorizations and you can setup firm wide master ones to apply to all clients. At least let us do a template or import/export feature. There must be a way to do an import and if we have to spend time to direct to a certain COA better then starting from scratch. Alot of time wastage in Xero having to duplicate information. We have for commercial purposes a business owner running 4 businesses exactly the same.. but we need to spend 4x time to duplicate bank rules and other reports etc. As Xero is getting bigger need to think of efficiency optimizations, we still cant bulk sell out 200 assets etc so there is core time wastage that Xero can and needs to address..

  • Megan Smith commented  ·   ·  Report

    Soooooo important! We just converted to a company so a whole new Xero and now I have to manually input all of the rules - so silly that this isn't a feature to be able to copy them over from another company. Please set it up so it can save a lot of time for all of us!

  • Magnolia Capital Advisory commented  ·   ·  Report

    Why is this not already a feature. I have a client who has a new business structure and wants to use the same bank rules. I now have to spend hours setting them up in the new entitiy.

  • Riccardo Giletti commented  ·   ·  Report

    It would save hours when setting up a new company. should be able to store rule templates like a chart of accounts

  • Amit Rathod commented  ·   ·  Report

    This bank rules import and export facility must be there. It is essential and this facility is very much available in Quick Book. Request Xero Support & Technical Team to make this facility available for all xero account users.

  • 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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