New Homepage - Task list include bank Feed status warnings
Task List - Add "Refresh/Renew Bank Feed" warnings to the task list (limited to banks shown on the dashboard to prevent unnecessary warnings on old accounts). The task list is incredibly useful and for my own Homepage, I have moved the bank accounts to below the rest of the tables to try to maximise the usefulness of the homepage. This makes the warnings less visible.
Rebecca Johnson
shared this idea
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
-
Cheryl Webber
commented
Refresh Bank Feed message. On the old page you could click the 3 dots menu and refresh the bank feed. My routine is to refresh it all when I first log in for the day. On the old page it would put a message on the widget that you sent the request and it was working on it. The new page doesn't tell you anything about you sending it. Having it helps me keep on track since I have several bank accounts I'm working with.