Settings and activity
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177 votes
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401 votes
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.
An error occurred while saving the comment Dave Spruit commentedIt 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.
Each year with increases we need to go into each Repeating invoice and re-add the line items to bring in any increases. We have around 1000 of them so this takes forever.