Settings and activity
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521 votes
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…
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Terry Lavelle
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37 votes
An error occurred while saving the comment Terry Lavelle
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This would be great.
Terry Lavelle
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178 votes
An error occurred while saving the comment Terry Lavelle
commented
Yes, please.
And while we're at it, could we add documents from Hubdoc to an existing document in Xero (or select multiple docs for one transaction)?
If a client uploads an invoice it creates a document. If there is supporting documentation or a receipt, Hubdoc wants to create a new document every time.
And before I get off my soap box, what's the idea of the Document Type field? Does it make any difference what is selected?
I like Hubdoc, but there is precious little guidance on how to use it and I've seen no innovation in the last few years that I've been using it. I couldn't understand why people would pay for Dext when Hubdoc is free, but it is becoming much more obvious. -
7 votesTerry Lavelle
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144 votesTerry Lavelle
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128 votesTerry Lavelle
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For me the ability to download and upload is a way to address the real problem, which is to be able to update in bulk.
That said, it would be good to be able to see a report that could be sorted and compared as well. And then load it back up with corrections if necessary. Some people ue a lot of bank rules and it's easy to get lost.