Settings and activity
3 results found
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472 votes
Hi community, sometime on since my last post we wanted to provide an update for your all here and appreciate the continued attention this idea is receiving.
We want to be upfront that at this time focuses for the team are in other areas of bank reconciliation and we don't have any current plans for developing the ability to import and export bank rules from an organisation.
We understand and know this is important to everyone that has voted for the idea and will continue to review and pay close attention to the feedback and votes here. When there is more opportunity for the team to refocus efforts here we will keep you informed of any progress.
An error occurred while saving the comment An error occurred while saving the comment 
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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226 votes
An error occurred while saving the comment Ann Schofield
commented
Super important. I spend a lot of time analysing transactions on the Account Transaction screen to see which are missing. It's hard to see since this also has Sales Invoice and Bill transactions.
Ann Schofield
supported this idea
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34 votes
An error occurred while saving the comment Ann Schofield
commented
And for those of us who use the Sharesight Integration
An error occurred while saving the comment Ann Schofield
commented
It is very expensive to get on the Multi-currency plan currently. It would be great to have it as an option on the other Plans, including the Partner Plans.
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.