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  1. Contacts - Import with contact Group

    129 votes

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    submitted  ·  50 comments  ·  Contacts & files » Contact  ·  Admin →
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    Andy Ford supported this idea  · 

  2. Bank Rules - Ability to import and export

    526 votes

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    108 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for your responses to our update and the continued interest this idea receives. We're keeping a watchful eye on the support this idea gathers.

    As mentioned in my last update our immediate focus for now is delivering more automation and intelligent tools to help you reconcile faster.

    However, we understand and appreciate the pain points shared through this idea and will move the status of this to Accepted as our product team look into more details around this and how we might plan this into the roadmap.

    I'll keep you updated of any developments in this space.

    Andy Ford supported this idea  · 
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    Andy Ford commented  · 

    Since some clients use many of the same vendors, it would be nice to be able to either transfer bank rules from one client to another, or to be able to export bank rules previously created in one client, and then import them into a different client. This would be a huge time saver.

  3. Bank rules - Run this rule on 'selected' bank accounts, instead of all or just one

    14 votes

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    submitted  ·  2 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Andy Ford supported this idea  ·