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2 votes
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Victoria Kohlhagen
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26 votesVictoria Kohlhagen
supported this idea
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135 votes
Hi everyone, there’s been plenty of great discussion around this idea, and we get how being able to copy bank rules would take a lot of repetition out of setup work.
It’s something we’d like to make happen, but with other priorities in this space right now hasn't been something we can add to the roadmap yet.
It may come to life as part of the ongoing improvements in the Bank Reconciliation area, and we'll defintiely let you know here if there's any progress.
An error occurred while saving the comment Victoria Kohlhagen
supported this idea
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When a client changes bank accounts and my rules set by the payee field no longer work because the new account puts the value in the reference field. The lack of bank rule duplication/copy wastes so much time as I have to create a new version. I have a lot of bank rules where clients go to 30+ different suppliers and one bank rule covers all them because I have the field set to "payee".