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Dashboard - Access Bank Rules

Shortcut for Bank Rules please - either through button placed on dashboard or via a keyboard shortcut.

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Vijay Sethi shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi Vijay, there is already an option to go straight to Bank Rules - if you click on the 3 dots in a bank widget on the Dashboard you'll see an option for Bank Rules like shown in my image below 🙂🙂

If this isn't quite what you're after it'd be good to get more detail to understand your needs here. 

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  • Peggy Hansen commented  ·   ·  Report

    I would like to see an easier way to get to Bank Rules. I suggest adding a Bank Rules Icon on the header or somewhere at the top, so that it is accessible from each page you might be working in.