Homepage - Set up multiple views (Basic, Intermediate and Advanced)
Have a few options so a basic user can cut down on the noise and just have bank accounts and the profit graph, for a new user this would be overwelming.
Hi everyone, we appreciate the attention this idea has been getting. It's really good to hear how we can continue to improve the Homepage for our differing customers needs. We understand not all the widgets maybe useful to every user, and the 'Customise' button will let you add or remove widgets to reduce what you see on the Homepage.
Taking on board feedback we're looking at the sizing of widgets and you'll find the 'Chart of Accounts' and 'Cash in and out' widgets are now smaller by default with an option to 'Make larger' - You can follow further updates for this on the idea here.
We have plans to dig deeper into possible 'view' options (like the different levels of views being asked here) in the new year and I'll share further updates here when this gets picked up. 🙂
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Mark Devaney
commented
Change the bank accounts page to use the old bank widgets with charts. Bank accounts page is pretty useless for companies with lots of accounts, like mine, 50+
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Mohamed Jebali
commented
You can get inspiration from HomeAssistant, where you can resize a widget to show more of less controls or just to make the widget informational only"
A widget can have a default action even when it's informational only, for example a bank account widget will lead to the reconciliation page.This would allow displaying tiny widget for bank accounts for example instead of the unnecessarily large ones we have today.
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David Hilton
commented
It would have been better for the new layout to pick up the order of the boxes from the old version so users would not have to re arrange them.
As an accountant in public practice, we have 4 employees who access Xero files and several hundred Xero files. Multiply this and we have hundreds of home pages that need to be re arranged.
We obtain our efficiencies by knowing where to look, in a simple way, not by having to spend time looking for things. -
Jordan Morris
commented
I would suggest removing the white strip under the blue menu tabs along the top which has the company name and last logged in time in it. We dont need the company name listed as that is always showing in the top left corner in the blue menu. This would free up a little more screen space.
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Heather Weltman
commented
For a basic business, the old dashboard was perfect. The new dashboard is not only overcrowded with the number of widgets, but even the widgets that essentially do the same thing, are not easy to identify. Users should be allowed to select what they want to see and what they don't want to see. For users who want more indepth graphs etc, there should be a button that takes them to another dashboard where they can see analysis etc. For those who want task, it is a great idea, but it should be a button that takes them to that area. In my opinion, the old dashboard design worked i.e. layout, font, spacing etc provided great essentials. The new dashboard is not userfriendly, over crowded and a nightmare on a laptop. It is great you have expanded useability by offering quick analysis/depth etc via the new widgets, but in my opinion, one should 'get to them' via a button along the top, bottom or side taking the user to a different dashboard where the user can select/hide/resize the various new widgets.
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Bee Hesketh
commented
Agreed. The main things we need to see easily and quickly in the dashboard are now hidden, messy or unclear.
Totally unnecessary update in my opinion.
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Karen Hughes
commented
Thanks to the inability of Xero to understand or respect their client's needs, my inbox is full of comments/ideas/suggestions/complaints and I'm having to unfollow all things related to the homepage.
When will Xero ever start to understand their client base? -
Jacqui Rouse
commented
I agree with the many comments below. The new homepage looks busy and outdated. I customized to remove most the widgets except those related to bank accounts and billing/invoicing, but it still feels like information overload. The old view was much more streamlined and easier on the eyes. It also looked more modern before.
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Jessica Marshall
commented
Love this idea. I am not a new user but I am still feeling very overwhelmed by the new homepage.
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Vanessa Pollett
commented
Too busy, difficult to navigate, now have to scroll down to invoicing..
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Stephen Harrison
commented
Far too much going on with the new home page. Very confusing for clients with multiple bank accounts. If I need analytics that can be on a separate page.
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Basil Liebenberg
commented
Homepage - Set up multiple views (Basic, Intermediate and Advanced)
Great Idea, Admin can maybe suggest what to indicate within each level?
Ex. "Advanced" - Profitability Ratios (Or any other - Liquidity Ratios, Solvency Ratios) at a glance perhaps? This will help with identifying any irregular issues much quicker and where to start investigating.
Side note - If this is included with an upgraded package or was mentioned before or discussed, apologies and please refer me.
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Olena Fedortsova
commented
I don't like the new homepage at all. Too complicated and difficult to use. Also the bills page now is extremely inconvenient to use. Why did the bills stop appearing in the "all" folder? Now to find the right bill I need to search in different folders.
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Hein Kuenen
commented
Terrible, overly complicated, way too busy and difficult to use, those are the terms we hear regarding this new homepage. I do hope Xero wises up and starts listening to their clients at some point, but I doubt it.
We're moving clients (away) to other solutions as this may just be that proverbial last drop.
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Jessica Patterson
commented
Can you make it a choice of dashboard either the old classic or this? It is way too busy and overwhelming to look at. It is overkill for most and looks like you can do a switch between for now so why not just keep that option to those who refer the better old dashboard. I don't want to switch back for a short time I want to switch back most times as it is a cleaner view.
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Tania Aertssen
commented
I dont like the new homepage at all. Whoever designed it obviolusly doesn't use it everyday. I do not need in your face huge wigets. I dont need to know who 'Paid invoies recently'. The old page was great compared to this. All my bank accounts neatly down one side. My invoices and bills to be paid neatly on the right. The Account to watch in a place where my accountant and I put them. Any reports I needed only a click away. Now I have this abomination of a screen that I didn't ask for and in a few weeks won't be able to change. I don't aprrove of my monthly fees being used for unnecessary changes just to justify someones position.
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Carol Jordan
commented
The new layout is far too busy. We operate 18 different bank accounts so the new widgets are terrible to look at. The previous layout was perfectly fine. Having a Task Bar that lists the accounts for reconciliation seems a little pointless when the accounts are visible on screen.
One thing I would like to add is a widget for common reports that we could customise the reports we use and have a single click to for them.
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KIRSTEN Marshall
commented
I absolutely hate the new homepage layout!
It looks like boxes have just been vomited out onto the page in a huge jumble.
It's all very well being able to remove them from the screen, but the remaining ones can't be resized to fit the page properly leaving it looking almost as awful.@Xero if you want to change it up so much so we can customise it ourselves, how about letting us actually do that by allowing resizing of widgets, including widgets for all functions and features not just the basic ones that were already on the old screen and allowing them to be grouped and minimised.
In its current iteration, it's also a huge privacy issue. Having all the detail just vomited over the screen in such large text and graphics makes it impossible to remain discreet when working in a shared office setting.
Please at least allow us to keep the old settings until you've fixed these very important issues! -
Jenny Kanno
commented
I want all my bank accounts in a neat row on the left, as before, but the space only fits two on top of each other, so then the rest of the space is untidy. There is no unity in the layout of what I need. There is no option to resize the boxes, as per the video, so I can't totally customise how I want the page to look. To be honest it was better before. What a mess.
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Protrack GPS Ltd
commented
Just dont get it, in the widget "Net Profit or Loss" its reporting "Last Month, Last Quarter, Last Financil year, and year to date" options.
Why have this displayed when the data is static.
Its superfluous to have this static data on the main dashboard for the whole finiancial year. Its simply compairing nothing.