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98 votes
Understand wanting an update from us here, everyone. We’ve appreciate your feedback about applying bank rules and how the bank feed description is important to maintain when reconciling.
While this isn’t in our direct pipeline at present this is a feature we'll consider as we evaluate improvements to bank rules in Xero. We’ll keep monitoring your comments here and update this thread with any development. Thank you for your valuable feedback!
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Neil Fraser
supported this idea
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135 votes
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.
Neil Fraser
supported this idea
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An error occurred while saving the comment Neil Fraser
commented
This would be incredibly useful. It would be great to also copy the rules between companies which have an identical structure
This would be a very helpful feature. It seems an obvious thing to enable a bank rule to populate the description field from the bank feed.
Bank feeds tend to be very standard in content and layout.
The reference field can be programmed in this way. Please can you add this feature to the description box?