Homepage - Compact table-view widget for bank accounts
Please add a widget on the homepage that displays the bank accounts in a simple table format, including the account name, balance, and transactions that need reconciliation.
Overall, the new layout takes up too much space, making it difficult to fit essential information on a screen.
A more compact view without unnecessary elements would be appreciated.
And also the optin to disable popup adverts!
Francesco Marcolini
shared this idea
Hi team, as we continue to closely monitor feedback about the new Homepage we really appreciate your input and feedback on the view of bank accounts here.
We understand how having a more compact view of all bank accounts to see the information you need at a glance would be useful and are picking this idea up to dig deeper. I'll be back to share any news around this with you all here. Thanks
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Philip Roberts
commented
Allow more than one 'group' of accounts with users able to select which accounts go into which group by way of a check box.
This will allow separation of current and deposit accounts (instant access) from notice required accounts.
Users should be able to have accounts in multiple 'bank summary widgets' so an account could be in 'Bank notice account summary (which contains all the selected notice accounts) ' and 'Barclays account summary' (which contains all the various accounts held with Barclays)
Not sure how multi-currency would work. If a summary widget contains accounts in different currency then either disable the total or calculate the total using exchange rates at *** date/time.
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Philip Roberts
commented
A single (vertical) panel for bank accounts. With the net total of all balances at the top and each account listed in a table below.
The table has the bank logo, name, balance and and whether it is reconciled or not.
There should be a toggle on the widget to show/hide balances with an additional default toggle on the bank settings (i.e. show balances on homepage Y/N) - some people will want a default of 'private' others will want a default of show. Many users will occasionally want to hide the balances.
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Charles Weyman Jones
commented
Home page needs to be in list form for businesses with more than 2 accounts.
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Thomas Maitland
commented
For entities with multiple bank accounts, having each account as a separate widget is space inefficient and appears disorganised. It would be great to have a single widget that provides a summary of all bank account balances (columns for balance in Xero vs statement balance), with the option to choose which accounts are shown.
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Ahsan Ali
commented
I think the best way to show the bank accounts on Dashboard is to show as a list.