Homepage - Add a Tracking Categories widget with recent amounts assigned
Ability to see tracking watchlist on the Xero dashboard.
Purpose: To save users’ time from clicking and going through multiple pages.
AdminXero Team
(Admin, Xero)
shared this idea
Hi team, we appreciate interest and the value our customers have in using and being able to keep track that transactions have ben assigned to Tracking categories in your org.
As we continue to develop Xero, ideas in the forums here are being considered closely by our product teams.
I want to be upfront that we don't have any immediate plans for developing a Tracking widget or adding a tracking view to the existing widgets, but if any work is picked up around this we'll be sure to let you know here. Thanks
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Jim Down
commented
For a small Construction company with 2-3 larger builds on at any given time, being able to quick glance on the dashboard what the tracking categories are up to financially, amount billed, amount yet to be billed, quote amount less billed amount etc would be hugely beneficial from a project perspective.
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Barney Wrightson
commented
to have the tracking category widget on home page as we use both categories to spilt expenses up and would be very useful at a glance on homepage to see them instead of trying to run a report each time
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Dughall MacDonald
commented
Add a widget for tracking categories with current and prior month expenses against each or even the top 5 of each category.
make the hope page printable to pdf and also for the user to be able to present it to a client or board.
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Shelley Nolan
commented
Account Watch List - have multiple lists available on the Dash board.
We have 2 venues (Tracked by categories) It would be good to have separated Watchlists to monitor what is happening at each venue rather than just a long list that is all jumbled up
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Accounts Educated by Nature
commented
Would like to see the option in the Chart of Accounts to select multiple accounts and then add or remove them from the Watchilist, rather than having to go into each account to select or deselect!
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Jo Delaney
commented
Adding a Categories/Tracking column to the transactions Dashboard. this would highlight the fact that a category label is missing. so when running the budget variances the report would include ALL the transactions for a specific category.
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Jo Delaney
commented
Adding a Categories/Tracking column to the transactions Dashboard. this would highlight the fact that a category label is missing. so when running the budget variances the report would include ALL the transactions for a specific category.