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Thanks Ann, great feedback! i have waited 3-4 years for any action on this personally. they are more interested in changing their plans and kicking people out of payroll for cash grab then helping with efficiencies. Given the amount of clients and users actually using Xero now its a complete waste of time setting this up for each new client and file... yet Xero have no urgency on these time saving ideas.. it is a great shame and will put some clients off using Xero the more they delay with these.

Xero are still very manual in a lot of their processes, even bulk asset disposals are still not enabled and don't get me started on reporting bugs.

INTRO: It is vital to have ability to export and import Rules. As per the other comments. Here is my communication with Xero Central. I have no idea how long it will take to work through the 350 as I re-set up a replacement Xero file !!!!!!

I would be very very grateful to have this features soon. Thanks Xero :)

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ME: What is the best way to 'transfer' Bank Rules from one Xero file to another please?

New Company LTD is a new company. It needs all the same Bank Rules as Old Company had (its predecessor).

I imaged something like export the Bank Rules from Old Company and import them all into New Company LTD.

Old Company is up to Rule Number 350, some of them are probably out of date now, but I mention this to highlight that we are dealing with a LOT of data and I am seeking the fastest way to update the new Xero file.

The Chart of Accounts in New Company LTD Xero file is identical to Old Company

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ME: Do you have any suggestions for a workaround or the most efficient way of 'copying' the Rules over?

On the face of it, its very very timing consuming to open up each Rule in old Xero (in a different browser) and recreate the identical one in new Xero.

Any hints about doing this as fast as possible.

Old Xero is up to Rule Number 350! (though quite a few gaps due to Deletions)

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XERO: There currently is no workaround, aside for having two monitors/browsers open, you will need to copy the bank rules over manually.

Is there any chance this may happen? As you can see from the responses this would make a huge difference to managing the Bank Rules.

It's extremely important for our firm to be able to import and export bank rules.

If not yet allowing upload via the interface could you at least allow bank rule updates via the API?

This would be a massive help. I have a client who is moving sole trader to Ltd, so now I'm having to start a new with lots of bank rules that have been built over the years for the their selling site needing to be recreated :(

Allow importing them from another organization (client) or the system.

How about you do this instead of re-doing features already available like invoicing? This is more time-saving than 'Invoicing Faster'.

The more help accountants have to save time, the better

Absolutely agreee this would save lots of time! Not only when taking on a new client but also to cross polinate between clients.

Dear Xero team

Please advise where you are with adding this feature?

Seems like a simple task to be honest?

Kind regards
Ben

I have 15 companies with retail stores including Debonairs, Steers, Wimpy, Fishaway, Mugg & Bean, Barcelos & Galitos.
In sort i have 120 bank accounts that needs bank rules set up with tracking categories on each bank rule. Creating this manually is a huge task and very time consuming, i need a solution to either copy a bank rule and edit or export a batch rules, edit and then import again.

This would be amazing for clients who are sole traders and have to incorporate or have to migrate to a new subscription for whatever reason - it would save so much time than having to copy 40x bank rules from one sub to another sub.

Since some clients use many of the same vendors, it would be nice to be able to either transfer bank rules from one client to another, or to be able to export bank rules previously created in one client, and then import them into a different client. This would be a huge time saver.

Import and export would be great.
Also, when you view you cannot see the value if it is a fixed amount, would be useful if when viewing you could see the value or the % ?

This feature would be a massive time saver for all CA firms that have groups of clients in the same industries. It is very time consuming to have to create duplicate rules across every individual client ledger.

I'm not sure if this has been previously mentioned, but bank rules that could be setup as universals across all clients I think would be a very useful function.

Yes, all set-up screens should have import/export functionality

'you say you are a premium product'

It once seemed to be and/or intended to be but now the most premium about Xero is the price (and lack of support & development action is pretty good to ;-))

Well put Carol Dufour!