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How could Xero improve the homepage?

'Homepage - View total cash in banks (like on the app)' has been merged into this idea

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Homepage - Widget for overall cash balance

Overall Cash Balance widget for Xero Dashboard. I actually love the Overall Cash Balance widget for the app. Can we have that as an option for the Xero Dashboard for the web version as well? It's handy to be able to log in and instantly see the total cash for my business.

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Clinton Haby shared this idea  ·   ·  Report…  ·  Admin →
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  • Matthew Rickett commented  ·   ·  Report

    Can we simply add a TOTAL CASH IN BUSINESS widget to homepage. All accounts, savings and all currencies added up in one real-time number easily displayed on the home page. Would make it easy to see the total cash position of entire business on the homepage.

  • Jim Myall commented  ·   ·  Report

    Needs to be total statement balance (not just balance in xero) to give true up to date overall cash in bank regardless of whether statements are reconciled please

  • Brett Talbot commented  ·   ·  Report

    This would be a great feature - currently I have to login to the mobile app to know how much overall cash we have (or get out the calculator) - to maximise interest received we move it around a bit so seeing this all in one widget would be great, or maybe even a cash summary widget - account balances by bank account...

    As they say cash(flow) is king so knowing this at a glance is super important ;-)

  • Chantal Weyer commented  ·   ·  Report

    A homepage widget displaying the combined cash balance across all bank accounts.

  • Tom Jameson commented  ·   ·  Report

    Adding the overall cash balance to the home page - as it is on the app - would be very helpful for companies with multiple accounts.
    To be able to see this on a graph or table showing monthly / quarterly / annual figures for comparison would be even better

  • Trevor Huett commented  ·   ·  Report

    It is pretty obvious that a total cash balance widget should be available to show on the new bank screen.

  • Ibs Ansari commented  ·   ·  Report

    It would be great to have a widget for the Dashboard, whereby you can choose the bank balances to be displayed in that widget.

    For example, we have mutliple bank accounts and use a seperate Google Sheet Dashboard we have created to combined the cash balances to understand our overall bank balances.

  • Regan French commented  ·   ·  Report

    In our project based business with lumpy CF, cash is our primary risk variable. Multiple accounts showing can offer false comfort unless viewed together.

    For us, we don't care as much where the cash is, more care about total deployable cash vs near-term obligations.

    This total cash (grouped banks) feature would be used daily for us as a project based businss.

  • Matt Goode commented  ·   ·  Report

    Include "Overall Cash Balance" as a widget - this is something that is visible in the Xero mobile app, but there has never been an equivalent for the main site.

  • Fiona Cubitt commented  ·   ·  Report

    Add bank Balance widget so we can have a total of available cash.

  • Shaun Simes commented  ·   ·  Report

    There is a widget to show our 3 bank accounts and their balances, but there is nothing that shows the total cash in bank amount?

    When I log on in the app the first thing I see is the total amount of money in all our bank accounts combined. Why is it not the same when using windows?

  • James Garstin commented  ·   ·  Report

    This is such a useful feature on the app when I am trying to understand my total cash position across all accounts. It would be great if you could include it in the web browser version. Pretty please...

  • John Taylor-Acey commented  ·   ·  Report

    Was under the impression that having the ability to access your accounts/ produce invoices/ imports bills etc, Basically run your business from any device, sort of meant that you can have a dashbord that reflects your requirements. It doesn't really seem that way, if my web dashboard cannot show my overall cash in bank balance, but my mobile apps can???????