Homepage - Easily view over 50 bank accounts
Today I learned with shock that the new dashboard only supports 50 bank accounts for display. Unfortunately, we have more accounts which on the new dashboard layout will not be shown. That is not good for our organisation. The workaround via the "list of accounts" is cumbersome and definitely not an improvement.
If more than 50 bank accounts cannot be displayed on the dashboard or "Home" page, would it be possible to have FOLDERS on the dashboard like folders on a PC desktop or on a smartphone? Then I could allocate around 10 bank accounts into one folder according to the organigram and cost centres of our organisation. In that case I would have around 7 folders on the Home page into which the bank accounts could be distributed. If that would be possible, that would be a real and useful improvement and even better than the current dashboard. That would make the dashboard look much cleaner and tidier. The new dashboard is really cladded and not nice to look at.
As PC, laptops and smartphones work a lot with folders for placing apps, I assume it should not be too complicated to have that feature also embedded in Xero.
Should that not be possible, the new dashboard will be a real step backwards for our organisation.
Kind regards,
Stephan
Stephan Gerdes
shared this idea
Thanks for sharing your feedback on viewing more than 50 bank accounts on the homepage. We appreciate you explaining how important this is for organisations managing larger numbers of accounts.
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Julie George
commented
We also have approximately 80 banks accounts but only 50 of them are displaying on the homepage. I can see that the new version only allows up to 50 accounts to be shown at one time. This means you have to go to a different screen to locate the missing accounts that need to be reconciled. This is not ideal.