12 results found
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expense claims
Expense claims - can there be an option for a widges to put on the homepage that goes to the expense claims directly?
2 votesThe expense claim widget is available on the homepage now. If you can't see it, just click +Add widget to add it. If you love the expenses widget, feel free to add your vote to these ideas for additional functionality: Homepage - Add “New Mileage Claim” button in Expenses widget & Homepage | Expense widget - Drag & drop files to create expense 😊
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Homepage - Why has the short cut to create a new invoice been removed from the front page, and no option to add it.
why has the short cut to create a new invoice been removed from the front page, and option to add it? It is the most important and frequently used function for me.
2 votesHi Michelle. Did you know you can create a new invoice from the homepage by clicking the New Invoice button at the bottom of the "Invoices owed to you" widget.
However, if you feel the New Invoice button would be easier to spot at the top of the widget, we'd love you to add your support to this existing XPI Homepage | Invoices owed to you widget - Move new invoice button to top
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Homepage - navigation
Quick links
Have quick buttons for - New Invoice, New Bill, New Quote, New Statement
Have a drop down choice for which aspects of Xero the user wants as a quick button.
Simply touch button and you go immediateley to that choice
2 votesHi Sean, appreciate your feedback here and just wanted to highlight the shortcuts and '+' option in the navigation that should help you getting to where you want a little quicker.
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Homepage - View draft total
Invoices - please add back the draft invoices total!
2 votesHi Stephanie, this is available beneath the graph on the Invoices owed to you widget 😊
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New Homepage: Net Profit or Loss Widget, needs to have a "This financial Year" option
New Homepage - Profit and Loss Widget - needs to have a "This financial year" option as we want to see current, not history. Current is the important one when keeping on track with finances, not what happened last year.
2 votesHi Steph, you should have a few date selections you can choose from by clicking on the 3 dot menu in the top right of the widget. This includes Year to date which will run off the organisations current financial year.
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Homepage - Profit and Loss - switch between viewing by cash or accrual
Profit and Loss widget needs to be able to switch between cash and accrual as per the app.
I also believe a GST payable could be another small widget so that business can see daily/weekly/monthly/qtr how much they should put aside for gst liability. As i constantly put this account onto the watched accounts dashboard for all clients and I know others do also.
2 votesHi Sheri, thanks for the feedback! The good news is that you can already choose whether the Net Profit and Loss widget on your dashboard shows on a Cash or Accrual basis.
Here’s how:
- On your Dashboard, find the Total Profit and Loss widget.
- Click the three dots in the top right corner of the widget.
- Select Edit.
- Click Change next to the "Accounting basis" section and pick your preference.
Since this customization is already built in, we’ve moved this idea to Existing Functionality and will be closing it for votes. This way, the widget can be tailored to show the data exactly how you need it every time you log in!
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Hide bank accounts on the dashboard
Reduce clutter by allowing bank accounts to be hidden from the dashboard, e.g. if they exist but are not currently in use.
1 voteHi Mike, you can actually change the widgets that are displayed on your homepage using the Edit Homepage button. From here you can select or deselect which widgets you'd like to be shown. 🙂
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Easy transaction reconciliation
To be able to reconcile secondary bank accounts quicker/easier than going into each transaction. Something similar to the remove and redo would work - where you can highlight relevant transactions and reconcile them all at once
1 voteHi Shula, there's the ability to mark as reconcile from the Account Transactions page, where you can select multiple transactions to perform this action in bulk. 😊
However, just to note we only recommend doing this where the statement line has not imported to your bank account.
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share your suggestion
New layout is okish. Would be awesome to able to click on & shift widgets around so you can have them in order the way you want. Also to be able to select which widgets you want would help to personalise home page
1 voteHiya Libby👋 sorry it's taken a little to respond to your idea here however hopefully you may have noticed the Edit homepage button!
From here you'll find you can select and deselect which widgets you'd like to see, as well as drag & drop to move the widgets where they best suit you on the screen. 😊
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Homepage - Add a button to toggle on or off the different boxes
Add a button to toggle on or off the different boxes.
1 voteYou can already do this in the Xero homepage, Daniel!
Just click "Edit Homepage", then "+Add Widget" and you'll see a list of toggle buttons for each widget. When you click "Edit homepage" you'll see a link with a helpful video, but if you need an extra hand you can raise a case with our Xero Support specialists via Xero Central. 😊
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Homepage - Reconciliation widget
Could we have the reconciliation page as a widget for the home page? I alway start there. Now I can't even find it!
1 voteHi Kevin! Sounds like you'd like a quick way to start reconciling from the homepage.
If you click the Reconcile 'x' Items button on the bank account widget, you'll get straight there.
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Homepage - Please add the banks back to the main TAB (where you have now replaced it with HOME)
Please add the banks back to the main TAB (where you have now replaced it with HOME)
I loved being able to go straight there instead of HOME first.1 voteHey Evette, the Xero Homepage is the just a new name for the Dashboard, but it still does the same job. You can show your bank accounts there and when you login you are taken to the Homepage (old Dashboard) first. If you having difficulty adding your bank account here you can raise a case with our Support agents who will be able to assist you wiht this.😊
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