Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Bank Rules - Ability to import and export

    546 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    117 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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.

    An error occurred while saving the comment
    Frances Birrell commented  · 

    Good morning Xero Team,

    I trust you are well.

    I would like to make a suggestion regarding bank rules in Xero.

    We have multiple clients who are moving from established sole proprietorships to incorporated entities. In many cases, the sole proprietorships already have numerous bank rules set up. However, when the client moves over to the new incorporated entity, we need to recreate all of those bank rules manually, even though many of the transactions remain exactly the same.

    Would it be possible to introduce a feature that allows users to transfer, export, import, or copy bank rules from one entity to another?

    We work with medical accounts in South Africa, and across our client base there are many recurring transactions that are identical or very similar. If our company could create a standard collection of bank rules and import them across relevant client profiles, it would save a significant amount of time. Each clerk could then review and adjust the remaining rules according to the specific needs of each client.

    This would be a highly valuable feature for accounting practices managing multiple clients with similar transaction patterns.

    Thank you for considering this suggestion.

    Kind regards,

    Frances B
    APS Africa
    Associate Accountant

    Frances Birrell supported this idea  ·