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Dashboard - View Snapshot of Projects

Ability to add project snapshot in Xero Dashboard.

Purpose: users’ can easily view the snapshot of Project from their Xero dashboard, rather than having to go through pages.

19 votes

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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  • Owen Hayford commented  ·   ·  Report

    My business involves selling professional services. A snap shot of my unbilled WIP (recorded time) would give me a quick heads up on how the business is travelling each month, and what we are likely to bill at the end of the month.

  • Emma Rosenblatt (Accounts) commented  ·   ·  Report

    This would be awesome to view from the dashboard! If we could see what projects are due this week and what ones are overdue to be highlighted in some way. Great for project managers.

    And for those who are assigned to projects maybe they could see a shortcut of some form from the dashboard.

    I guess what would affect this feature would be the level of access someone has within projects.