New Homepage

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1. Homepage - View and access classic expenses

   Atm the New Expenses Widget does not show any of the old/archived expense claims. My current widget is totally empty and in order to access the previous claims or even the claims that are currently outstanding, I need to revert to Classic Expenses. Only the claims submitted using the New Expenses will be visible on my Dashboard, at least this is what I hope. I believe the 2 should be talking to each other.

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   0 comments  ·  Homepage  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we appreciate some customers are still using Classic expenses, however we want to be open, there are no plans to develop a widget in the new Homepage for Classic expenses.

   You will still be able to access Classic Expenses by clicking Purchases > Expenses, where organisations that are using Classic expenses will see a banner and can select to go to Classic Expenses.

2. Homepage - Business Performance dashboard

   I would like the Business Performance graph to remain. Its a useful visual and instant reminder of the performance.

   Additionally adding the VAT liability to the home screen would be extremely useful. Yes I know it changes daily, however a good insight for business and management of cash flow in an instant (without having to produce reports).

   The contents of the proposed Task Bar is just a duplication of information that's already on the home screen therefore not useful to add them collectively on 1 widget. To be able to add our own written task and reminders on a calendar would be a fantastic tool. Currently i have a set list of reminders on google. I would prefer to have this facility on xero and therefore activities / task etc fully transparent. Often Bookkeepers have their own reminders etc and if we ever take time off (very rare!), at least a colleague / directors know important reminders.

   I would like the Business Performance graph to remain. Its a useful visual and instant reminder of the performance.

   Additionally adding the VAT liability to the home screen would be extremely useful. Yes I know it changes daily, however a good insight for business and management of cash flow in an instant (without having to produce reports).

   The contents of the proposed Task Bar is just a duplication of information that's already on the home screen therefore not useful to add them collectively on 1 widget. To be able to add our own written task and reminders on a calendar… more

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   Not in pipeline  ·  AdminAnis Anuar (Admin, Xero) responded

   Really good to hear you exploring the new homepage, Estela.

   We ask that each idea is contained to one feature request so that it's easy for other members to understand what they're voting for and we can best keep you updated on any progress on a feature. I've slightly amended the title of your idea here for the first you've shared on the Business Performance dashboard.

   We appreciate hearing how you find this useful, however we want to be upfront that we don't have intentions of adding this to the new Homepage, to make way for new features that will be coming soon. You'll be able to continue accessing key information from the Business Performance Dashboard page.

   The Tax & Reporting widget has been replaced by a new sales tax widget, and depending on your region this will be available in the next 12 months. We also have an idea started for the ability to view a running total of VAT that you can follow for updates.

   It's also great to understand the different ways our customers feel Tasks could be enhanced and we there's another idea similar to what you've shared, where we'll share if there's progress of this.

   Really good to hear you exploring the new homepage, Estela.

   We ask that each idea is contained to one feature request so that it's easy for other members to understand what they're voting for and we can best keep you updated on any progress on a feature. I've slightly amended the title of your idea here for the first you've shared on the Business Performance dashboard.

   We appreciate hearing how you find this useful, however we want to be upfront that we don't have intentions of adding this to the new Homepage, to make way for new features that will be coming soon. You'll be able to continue accessing key information from the Business Performance Dashboard page.

   The Tax & Reporting widget has been replaced by a new sales tax widget, and depending on your region this will be available in the next 12 months. We also have an idea… more

3. Greater visual customisation options now needed

   Given several feedback points on the forum, I feel now is the time to investigate exposing greater visual customisation options - not just for the homepage, although this could be an initial test ground, but also across the whole of the product.

   Most of these can be implemented quite easily through adjustments in CSS, driven by user preferences, ensuring that Xero holistically adopts a consistent set of rendering styles. There should be zero impact on the actual functionality, with the majority of the changes/improvements sitting entirely within the presentation/UI of the product.

   These preferences would include visual and accessibility options, such as:

   1. The ability to choose whether borders are shown around widgets.
   2. How negative numbers are shown, whether in red/black and using minus or brackets.
   3. How many columns (a maximum) are shown on the dashboard (2, 3, or 4).
   4. Possibility for "dark" and "light" themes, or even a custom theme defined by the user.
   5. Whether high-contract colouring is adopted, or other accessibility options such as font-size.

   There are many feedback points regarding these individual issues - rather than being fixed by Xero itself (which is what the Xero responses seem to imply), I believe the majority of the feedback is showing that we need visual customisation/flexibility to ensure that Xero works within our individual workflows and our own business/working environments.

   To be honest, I'm surprised this further level of flexibility has not been considered as part of the new homepage - although I appreciate to get a consistent level of customisation across the whole product would be involve further effort (especially if those areas have not been designed to support easy customisation through CSS).

   Given several feedback points on the forum, I feel now is the time to investigate exposing greater visual customisation options - not just for the homepage, although this could be an initial test ground, but also across the whole of the product.

   Most of these can be implemented quite easily through adjustments in CSS, driven by user preferences, ensuring that Xero holistically adopts a consistent set of rendering styles. There should be zero impact on the actual functionality, with the majority of the changes/improvements sitting entirely within the presentation/UI of the product.

   These preferences would include visual and accessibility options,… more

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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Andrew, thanks for your feedback and thought behind your post here. While there are changes we're looking into in relation to some of the points you've raised I want to be upfront that we don't have plans for providing full user customisation and control of all of these.

   You may have already seen but we have the following ideas below that you may want join for any updates. Thanks

   • Homepage - Lines/border around widgets
   • Homepage - Change font size and bolding
   • Homepage - Ability to cap / fix the number of columns
   • Organisation settings - Dark mode