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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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Thomas Marshall
supported this idea
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2 votes
Hi Thomas, sorry we've not responded here sooner - Are you still experiencing this when adding a new bank account? If so, I'd recommend raising a case with our specialists at Xero Support to confirm why you're not receiving this option when adding a bank account in Xero, as this does sound like out of normal behaviour.
Thomas Marshall
shared this idea
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Import or setup Default Bank Rules would be nice because we are a local firm and many clients have identical bank rules that currently have to setup taking hours of configuration for each client.