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  1. Bank Rules - Ability to import and export

    520 votes

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    108 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    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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    Dave Spruit commented  · 

    At what point would this be considered. There are currently 512 Votes for this request.

    At how many votes would Xero consider this, as it has been ongoing for quite a few years with constant comments saying how this would help?

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    Dave Spruit commented  · 

    Is there any chance this may happen? As you can see from the responses this would make a huge difference to managing the Bank Rules.

    Dave Spruit supported this idea  · 
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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.

  2. Invoices: Repeating Invoices - Bulk Import/Export

    269 votes

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    submitted  ·  106 comments  ·  For small businesses » Business features  ·  Admin →
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    Dave Spruit commented  · 

    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.