Dashboard - New updated "look" and Shortcuts to main features
I would love to see a newer updated "look" similar to what Freshbooks or Quickbooks Online has. They have a very streamlined look. I like how they have the tabs on the side that say "invoice" and "expenses" without having to go through the dropdown menus.
Chris Thames
shared this idea
Hi team, while not a solve for an updated 'look' of the dashboard we wanted to make sure everyone on this idea was aware of some of the shortcuts that can help you get around and create transactions from many screens.
The '+' icon next to Search in the blue banner enables you to create a range of different document types, similarly there are shortcuts that can be entered in Search from the blue navigation bar that will take you to different features such as bank accounts, the files library or reports. See more on these in our help article here.
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Chris Thames
commented
I appreciate the response. I am just curious, is Xero planning on updating the look of the dashboard anytime soon? I have been using the "+" sign as recommended.
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Selwyn Cook
commented
How about having the ability to get fast access to some functions.
Example , on the billing page, where the New Bill Dropdown is, how about a new Credit Note Button, and the same appropriate on the Invoices page.
Also these would be great if they were available on the Dashboard.
Really so you don't have to go through 3-4 paged to get to a new credit note etc...