Settings and activity
3 results found
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74 votes
Andy Ford
supported this idea
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407 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.
Andy Ford
supported this idea
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8 votesAndy Ford
supported this idea
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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.