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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Zhirayr Hakobyan
commented
This would be a great feature
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Mark Jenkins
commented
Saves businesses time and the need to seek help outside there core work
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Robert L
commented
Yes, please! This would be incredibly useful.
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Shannon Lynds
commented
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!
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Dan Hunter
commented
This needs to be implemented NOW!
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Paula Wyeth
commented
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.
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Dave Spruit
commented
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.
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Ged Hull
commented
This would make setting new clients much quicker