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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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    FJ Mentz commented  · 

    Hi Xero team,

    This feature would save a significant amount of time. Would it be possible for bank rules to be stored in a central system so they can be applied to other accounts as well.

    It would also be very helpful to have a library of pre populated bank rules that users can select and then tweak to suit their own needs. Making these rules available in a central database for all Xero users would greatly improve efficiency when onboarding new clients.

    Thank you for considering this suggestion.

    FJ Mentz supported this idea  ·