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For small businesses: Accounting features

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Navigation | Bank Rules - Add to Accounting menu

Add Bank Rules as an option to Accounting/Advanced options.

Much easier to navigate via Accounting dropdown menu than via Bank Accounts, eg when recoding transactions usually need to update a rule as well

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Richard Fenton shared this idea  ·   ·  Report…  ·  Admin →
Completed  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi community, we're pleased to share that Bank Rules are now an option directly from the Accounting menu within our new navigation experience. 😊

Ideas from the forum here were taken into consideration when planning changes and upgrading this navigation experience and we really appreciate your feedback in helping us develop Xero for our customers. 🙏

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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.

  • Vijay Sethi commented  ·   ·  Report

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