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  1. Bank Rules - Copy Bank Rules

    135 votes

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

    Hi everyone, there’s been plenty of great discussion around this idea, and we get how being able to copy bank rules would take a lot of repetition out of setup work.

    It’s something we’d like to make happen, but with other priorities in this space right now hasn't been something we can add to the roadmap yet.

    It may come to life as part of the ongoing improvements in the Bank Reconciliation area, and we'll defintiely let you know here if there's any progress.

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    Marina Henry commented  · 

    Please can this feature be added, it would save so much time and improve accuracy if we could copy rules. I often have to do around 15 individual rules just for one income stream and all that is needed is for the amount and description to change so the ability to copy the rule would save a lot of hassle.

    Marina Henry supported this idea  ·