Reduced risk of accidental viewing of sensitive information
The new home page is WAY to busy and has information which i do not want employees to see such as the P&L for the year and bank account balances.
The layout seems to move around which makes it hard to find the task at hand.
Recent invoice payments is irrelevant as I would rather know what is outstanding rather than what has been reconciled already.
A simple set of widgets along the top of the home page above the business overview would be very handy....
(New Contact) (New Invoice) (New Bill) (Draft Bills) (Bills to Pay)
I am finding the new layout with all the clutter, it is hard to find the tiny little link to "awaiting payment"
Mark Potter
shared this idea
Hi team, we appreciate your feedback on the new homepage here, which has been shared with our product team. A couple of points raised that we'd like to zone into and highlight options for.
You can Edit homepage to remove and reduce the amount of widgets you're seeing, as well as customise the ordering of these.
From the '+' icon in the blue navigation header you can drop down to select to add new items including new Contact, new Invoice, and new Bill (I've included an image showing all the different options available)
Within widgets you'll also find most text is hyperlinked and will link you directly to that subset of data. For example the Bills to pay widget you can click 'x' awaiting payment or 'x' drafts to go to the list of bills with that relative status.
We appreciate hearing what matters to our customers and are monitoring usage of each element very closely to consider how we continue to enhance the experience.
In terms of the sensitivity of information you may also be interested in joining this idea that is specific to bank accounts, or if there is other information that you feel is important to hide please do raise a specific idea for this and we can track interest from community in this.
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Mark Findlay
commented
Have a few items on it that it doesn't matter around the security of the information and then have the rest items that can be turned on and off per user by an Advisor level. i.e. bank accounts, cashflow. Currently there is a lot of information that comes up on the home page that not everyone should see. It has always been there but it is very in obvious now and is forcing us to use other programs for certain functions so we can remove employees from Xero.