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476 votes
Hi community, sometime on since my last post we wanted to provide an update for your all here and appreciate the continued attention this idea is receiving.
We want to be upfront that at this time focuses for the team are in other areas of bank reconciliation and we don't have any current plans for developing the ability to import and export bank rules from an organisation.
We understand and know this is important to everyone that has voted for the idea and will continue to review and pay close attention to the feedback and votes here. When there is more opportunity for the team to refocus efforts here we will keep you informed of any progress.
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Monya van Zyl
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24 votesMonya van Zyl
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38 votesMonya van Zyl
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40 votesMonya van Zyl
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41 votesMonya van Zyl
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27 votesMonya van Zyl
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202 votesMonya van Zyl
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270 votes
Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).
Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.
For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!
Monya van Zyl
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90 votesMonya van Zyl
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188 votesMonya van Zyl
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I have 15 companies with retail stores including Debonairs, Steers, Wimpy, Fishaway, Mugg & Bean, Barcelos & Galitos.
In sort i have 120 bank accounts that needs bank rules set up with tracking categories on each bank rule. Creating this manually is a huge task and very time consuming, i need a solution to either copy a bank rule and edit or export a batch rules, edit and then import again.