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Xero Business Community

Xero Business Community

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Community > Using Xero >

Add "Import a statement" link to the dashboard

Started by Graeme Pirie -   in Using Xero

We are using xero with pre-coded statements. Every time we do this we have to click through to bank accounts, manage then import a statement. Would be much easier if we could have a link on the dashboard to do this directly. It's there when a bank account is added the first time but then disappears.

In fact why can't we add links to any function to the dashboard.
Hey Graeme, not sure if you've seen, but the manage account option can be accessed from the dashboard, so you're able to get to the import a statement screen in a couple of clicks - see screenshot here.

On the flipside, a large number of bank accounts in Xero are connected to bank feeds, and don't require a manual statement import, so this'd likely clutter the dashboard up for some as well.

We do have this request, where you can see links through to some of the existing requests we have for features on the dashboard. Have a browse and add your vote for ones you'd like to see :)

Lauren C (Community Manager)  

That's great thanks

Graeme Pirie