61 results found
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New Business Overview - Add border or shadow for cards/widgets
Viewing the page could be easily made simpler by adding a border or shadow to the widgets to help visually separate the bank accounts and etc.
9 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Please keep it as it was, this is a very awkward new set up.
Permanently give the option to stay on the old set-up homepge.
New one is horrendous! Can't select multiple invoices? And if I can then its impossible to workout how.10 votesHi Tim, trying to better understand the point you've noted on selecting multiple invoices can you share more on the process you're taking here and what you used to do in the previous Dashboard?
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I will miss approving draft invoices and bills
Make draft/awaiting approval invoices and bills stand out if an action is required, or add these to the tasks section.
9 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Make the DRAFTS invoices more obvious so they dont get missed. The button is too small
Make the DRAFTS invoices more obvious so they dont get missed. The button is too small
I needs to have some sort of alert or red notification that an invoice has not been sent yet, or is sitting in draft. As we use external software to send invoices to draft in xero, things can get lost easily.
6 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Profit & Loss Report Widget on New Home Page
Can you restore the "Month to Date" or "Current Month" for the Profit / Loss widget. It is available on the mobile app and was on the old layout. Currently we only have the "previous month" as an option for month.
Having the month available helps keep sales team up to date with targets without having to go through the extra steps of generating the report via the menu.
7 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Find Quotes of home page
Show Quotes on Business overview (Home Page)
Thanks
Roger6 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Stop changing stuff for the sake of changing it or to justify your constant price increases. New changes are absolute ****!
Stop changing stuff for the sake of change or to justify constant price increases. Newest changes are just ****!
8 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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The new layout is harder to follow multiple back accounts and its says "reconciled" when you have items to reconcile which is also confusing
The new layout is harder to follow multiple bank accounts and its says "reconciled" when you still have items to reconcile which is confusing. You need to look for the green reconcile button and ignore the word reconciled.
4 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Homepage | NZ Tax - IRD's Live Filing Statistics as a Widget
With the XPM link to MyIR START, is it possible to have IRD's live filing statistics for the agency as a widget.
6 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Need ability to change background colour
I find the new homepage overwhelming and chaotic because I can't easily see where one section ends and another one starts. The abilty to change the background colour would change that or adding a border, like that which shows when editing the homepage.
4 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Why only two rows?
Why can I only have two rows of things on the page? There's a lot of wasted vertical screen space on the page.
4 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Collapsible groups
It would be great to group items under headers and collapse the group to give the home page more breathing room.
For example, when your team has multiple credit cards, I don't need to see them every day, but as an expandable/collapsible group, it would be helpful to have it easy enough to track when I need to.
The same could be said for bank accounts, etc.
If users could customise their groups, it would better align them with their business needs.
4 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Improved layout and workflow efficiency
Vertical centric rather than horizontal centric layout preference needs to be possible.
I want to be able to see my accounts down the left hand side of the screen rather than across the top. Then I want to be able to distribute the other widgets to the right of these. With the current 'Edit Homepage' functionality, this is impossible.
The moving of widgets generally is very difficult to do, to get the desired layout. Very poor from the user experience perspective.
4 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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More options for resizing the boxes on the home page please
I want to see all the boxes on the home page and some of them are too big. Can you add some resizing tools to shrink down the cash in and out, invoices owed, bills to pay boxes to the smaller size so I can see them all at a glance please?
4 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Add "View All Quotes" button to invoice widget.
Many of our customers require a quote before issuing us with a purchase order. The fastest way is to copy a previous quote, and to edit as required to create a new quote. If we could click on a button from the homepage rather than bring up Quotes from the sales list, it would save us much time.
4 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Can you please include pay roll as well
Its will be useful if payroll include in widget as well
4 votesJust want to make sure we can capture your idea correctly here, Mahtab. When you say you'd like to have a payroll widget - can you share more detail of what you'd expect to do or see from the widget?
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3 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Include items to review and draft items in the tasks widget.
Please can bills to review, invoices to review, expenses to review be included on the tasks widget. This was really clear in the old homepage design and now the things to do are hidden among all the bank accounts, which were previously grouped together nicely.
4 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Homepage | Widgets - Ability to multiple states of the same widget
Allow duplicate widget tiles
For instance, allowing us to have a tile for 'Net profit and loss - year to date' AND a tile for 'Net profit and loss - last quarter' etc. without having to switch the one 'Net profit and loss' from year to date to last quarter.
Also being able to specify a 'tracking category' for any given tile would allow us to separate PnL at a glance without having to go through the reporting to do so.
4 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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To be able to view the homepage as we have selected previously and works for a business
Please put back the full Watchlist view. The idea of a watchlist is to be able to see at a glance what accounts we need to keep a watch on. It's not 'at a glance' if the list isn't in full view and we have to scroll down.
Also, please remove the advertising and banners that clutter the homepage.3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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