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  1. Account transactions report - Include item code as a column

    19 votes

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    submitted  ·  9 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Viona Gunawan commented  · 

    Yes, this should be easy for Xero to implement. We need it for reporting in my workplace, and I believe many others would find it useful too

    Viona Gunawan supported this idea  · 

  2. Bank Rules - Ability to import and export

    521 votes

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    108 comments  ·  Banking & chart of accounts » Reconciliation  ·  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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    Viona Gunawan commented  · 

    Yes please, we really need feature to import bank rules to excel. I have hundreds of bank rules and it's hard to check which one is no longer valid. Thank you

    Viona Gunawan supported this idea  ·