New Homepage

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1. Homepage - Ability to set widgets to show by cash basis

   Watchlist figures should display as per the reporting settings.

   Currently watchlist ONLY displays as accrual accounting... which means it's useless for CASH accounting businesses.

   It would be great if all figures displayed are as per the accounting method of the business.

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   1 comment  ·  Homepage  ·  delete…  ·  Admin →
   Existing functionality  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, thanks for feeding back on the Homepage here!

   It's actually already possible to show the 'Chart of accounts watchlist' on a Cash basis - This is controlled from the Report preferences page where a user with Adviser access will be able to set the accounting basis to Cash. 🙂

2. Saving time and mild irritation at having to scroll back to the top of the page when reconciling

   When reconciling bank transactions a "back to the top" button would be really useful as sometimes I have a lot of transactions to deal and sometimes I need to go to the top of the page to navigate to a different page. This can sometimes take a lot of scrolling.

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   0 comments  ·  Homepage  ·  delete…  ·  Admin →
   Existing functionality  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Julie, not hearing back here it seems that the suggestion I shared may help with what you've raised.

   Just to reiterate for others coming across this post - You can use your keyboard pressing the 'home' key (Command + up arrow on a Mac) to quickly navigate to the top of a page. 😊