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  1. Bank Rules - Ability to import and export

    413 votes

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    76 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for all the attention and support this idea has collected, everyone. While we've made improvements to some of the screens in Bank Rules, we're still considering where others changes could be made, and it's helpful to see the traction on this idea.

    With the new Bank Rules list view you'll find that you can now Search making it a little easier to group and manage your rules from within Xero. We're also enhancing the suggestions and auto matching when you reconcile which overtime will help to decrease the amount of rules a business may need.

    We understand how being able to export rules would add another level to managing rules outside of Xero, and importing of rules would ease setups and we'll keep this idea front of mind and re-evaluate the interest when resource frees up to consider additional features.

    Lauren Harvey supported this idea  · 

  2. Reconciliation - Ability to reconcile clearing, control, and non-bank accounts in Xero

    132 votes

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    62 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminDana A (Admin, Xero) responded

    Hello everyone, appreciate all your feedback here. To be upfront, we don’t have any plans to develop the ability to reconcile clearing, control and non-bank accounts in the near future. 


    Some of the technology improvements going on across Xero will create more opportunities for us to explore extending some of the more complex functionality from one part of Xero to another. However, we are some way off from this yet. 


    That being said, there is the Account transaction report that could be handy in providing a view of both sides of a transaction in Xero. You can include the related account as a column in the report - See more in our help article on this.

    Alternatively, if you’re using an external system, you could look into the Xero App store. 


    Appreciate there are also lots of ways others are using Xero’s to fit their needs - If you…

    Lauren Harvey supported this idea  · 
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    Lauren Harvey commented  · 

    Ditto Heather and Luke 👍🏻👍🏻