Settings and activity
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413 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.
John Britton
supported this idea
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30 votes
An error occurred while saving the comment John Britton
supported this idea
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12 votesJohn Britton
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There should be an option to select the report code when you create a new chart of account code. This would save us from having to go the report codes screen every time after adding a new chart of account. This would save a lot of time moving around in Xero if we could do this in one area. I think the report code option could be easily fit somewhere on the attached page.