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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Kim Simpson
commented
I love the new look, we are just a small business, but it saves me clicking into a whole pile of different tabs to get the info I want. I like to keep on top of all outstanding invoices and bills to pay, so it's great to see it all right there. Plus I love the Year to Date stuff, I will have so much fun with this dashboard.
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Sue Geale
commented
I wondered if to reduce the busyness of it that you can have a detailed and a simple view that you an use drop down boxes to get the addit information you require. I love it but think it would be overwhelming for small business users.
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Udi Ferreira
commented
I appreciate the new home screen view, but it's essential that users have the ability to customize their layout and resize certain items. This feature would significantly improve the overall flow and user experience. Thank you for addressing this!
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Frank Burnham
commented
I like the transition towards dashboard presentation. However I wonder how useful it will be to smaller SMBs that don't keep up with their accounting on a regular basis. Of course that's a point of contact for marketing more CAS and advisory services using tools like Syft, but still they are perpetually late on transaction documentation for me, their CPA, to complete CAS services timely. I look forward to the other versions of the dashboard. I suggest some basic KPIs like AP and AR turnover or days outstanding to help them, even the laggards, see that time is indeed money. Otherwise I whole heartedly embrace this bold move.
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Tina Banham
commented
A customisable homepage would be great but I have another item to mention. Not sure if you are thinking about this but under Purchases, Bills, Draft bills - can you make it easier to get to the next draft bill to approve, instead of having to click - at present its Business, Bills to Pay, Draft bills, onto supplier invoice and approve then repeating this from Bills to Pay to do the next one please. Its very tedious!
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Tracey Guyatt
commented
Far to busy!! Not pleasing on the eye! Don't fix something that's not broken! This layout would put people off Xero, just like I was out off Sage!
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Amanda Boyle
commented
I like the layout but as the others said, it is busy but if it's customisable then that isn't an issue.
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Skilltec Training
commented
It's great to have the New Invoice/Bill and View All buttons on the homepage but the layout is very busy. It definitely would be good to be able to customise what you see and/or be able to adjust the layout to suit.
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Callum Mackeonis
commented
I like it! Ignore the tech boomers in the comments, but customisation capability is key.
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Alison Sanderson
commented
Yes, agree. There is a LOT of initial information and it's very 'busy'.
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Diane Popovic
commented
I have a disability and was immediately overwhelmed by such a crazy busy home page - really not happy
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Muniroh Syavitri
commented
Too many to look at.
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Michele Stoten
commented
It would be great to personalise to your own preference.
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Jenni Stubbs
commented
Yes, this is visually very busy and overwhelming. Would need to be able to personalise the layout to be happy with it.
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Judith Partridge
commented
Yes i agree that there should be a way to set it for them so that they don't become to overwhelmed.
I have a couple of clients that would benefit from having the full dashboard and the rest would just need half.
But how i run my business, I have a lot of full service clients, so to have a full dashboard would work so well for me. -
Davie Mach
commented
Yeah, I think this is a great idea.
You can maybe toggle a switch on the corner of the screen for simplified view and detailed view
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Jessica Patterson
commented
My business partner and I found this view totally overwhelming and unnecessary. A lot of our small business owners would be overwhelmed and put off by this. I think opening with the basic view with the options of intermediate and advanced where you can select what you want to show would be far better.
Tasks, recent invoice payments, COA seem to be unnecessary noise to most. Less is more.
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Jen Van De Wouw
commented
Love the new home screen view but would be great if you could not only customise your view but also resize some items to allow the screen view to flow better in the customisations