Homepage - Link to Drafts at top of Invoice and Bills widgets
What a ridiculous page the new layout is. I tried to add a new bill to Xero, I went back to the NEW layout Bills to pay - nothing added, I tried again still nothing. I have to scroll down to find the draft bills at the bottom of the widget. More efficient NO, time consuming YES what a waste of space this new layout is. Wouldn't you think you'd have the Draft bill under the ones already approved not way down at the bottom. It's the same with the Invoices waiting for payment they are right at the bottom. They should be under the ones waiting for payment. The old layout is much more user friendly for the everyday user to use. MYOB is looking better every day may have to go back to them and bugger the cost. AND I can ring them and speak to a human!!
Tania Aertssen
shared this idea
Appreciate hearing your feedback on this here, Tania. I can assure you our teams did a lot of testing with all aspects of the homepage prior to it's rollout however we totally understand there are different views of what information would be most valuable, where. This is exactly the type of thing we're keen to hear and understand the appetite of through product ideas.
Just to confirm for everyone coming across this idea - While slightly changed in terms of placement it's possible to view Drafts for Invoices and Bills in their related Invoices owed to you, or Bills to pay widgets.
This is now found beneath the graph where you can click the 'x' drafts text to go straight to the list of draft invoices (or bills) - see image
We don't have any immediate plans for changing the placement of the Drafts link within the Invoices owed to you, or Bills to pay widgets however we'll begin to get a sense of the community interest and be sure to share if there are any updates planned for this, here.
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David Lowe
commented
Previously, draft bills and invoices were visible on the homepage. Please reinstate them.
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Roderick Verrall
commented
Make draft/awaiting approval invoices and bills stand out if an action is required, or add these to the tasks section.
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Tracy Cartland-Ward
commented
The Bills to Pay widget still leaves you 2 steps away from the draft bills, which is the same as using the menu. Draft bills are a key part of the system, so even a button on the bills to pay widget to take you straight to draft bills would be so valuable
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Andrew G
commented
Agree.
The old widgets had counts for both drafts and awaiting approval above the graph - on both the bills to pay and invoices widgets.
The new widgets have this critical information below the fold, meaning it's no longer obvious and you cannot click/select either of the corresponding links without scrolling. Not ideal, and again easy to miss something important.
But this seems to be the theme with the new homepage update - so much important information moved away from immediate visibility so you need to scroll to see what you need to do. The accounts watchlist is even worse, with it's own scrollbar hiding many accounts that before could be simply scanned for issues.
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Nicki Clark
commented
I want easier visibility of draft bills and bills to approve - I need to scroll to see these now, even if bills to pay is in my top row
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Uri Teitler
commented
Ability to have a widget that lists Draft Bills. We leverage the Xero API to load expenses but they sit in Draft until coded. This would provide a 'To Do list'