Skip to content

Settings and activity

1 result found

  1. 521 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    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

    An error occurred while saving the comment
    Richard Millar commented  · 

    We understand and know this is important to everyone

    clearly you dont - if you knew it was important you would ensure you action rather than drive people away from your platform to elsewhere.

    Your actions are clearly saying "its not important" rather than important. if you look at dictionary definition of important is "necessary or of great value" - you are clearly saying it aint necessary and aint of great value !

    An error occurred while saving the comment
    Richard Millar commented  · 

    This really is a MUST feature that should be at the top brass level asking tecjh bods how quickly can we sort.

    If top bods cannot see this they shouldnt be running the buisness as customers will go elsewhere

    you say you are a premium product but this is abasic request - even sage allows you to import and export and xero would be the fisrt to say they are superior to sage - in this vital area they arte delinquent ion basic customer service.

    Note Kelly Munro - sometimes ignoring the question and glosijg over the real need here is liekly to make people slightly irate. If you arent going to fix teh issue say nothig or tell us straight. This is a nota new gripe by any means.

    Richard Millar supported this idea  ·