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Xero Business Community

Xero Business Community

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Community > Using Xero >

Bank Rule - Page link on bank account page

Started by Rua Acorn -   in Using Xero

perhaps Xero can add a link button to the Bank Rule page on the page where you look at your statements/feed/reconcile.

That way when you are in the process of setting up your rules, you don’t need to always click through to “bank accounts” before clicking through to “Bank Rules”. (An extra click and an extra page load)
Hi Rua, if you're on the Dashboard, you'll have an option to go straight to bank rules from 3 dots in the top right of the bank account section. Here's an example.
Just going to move this over to the Using Xero section, but do come into the team at Support if you have any more questions on this.
 

Kelly M (Community Manager)