26 results found
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Homepage - Outstanding reconciliations
In the old format, bank accounts used to show how many reconciliations needed doing. Can this prompt please be re-added! It was really useful
1 voteHi Christie, thanks for sharing your thoughts on seeing outstanding reconciliations right away. It’s definitely useful to know exactly what needs your attention as soon as you log in!
At the moment, the Bank Accounts widget will show “Reconcile X items” if there are any statement lines waiting in that account. Alternatively, the Tasks widget gives a summary of reconciliation items across all your bank accounts. If you want, you can also use “Edit dashboard” at the bottom of the page to move these widgets to the top or hide accounts you don’t check as often.
Because this functionality already exists, I’ve marked this idea as Existing Functionality. For tips on getting your dashboard set up just the way you like it, the Customise your Xero homepage article on Xero Central is a great resource.
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Navigation - Change position from left to top
Having the side menu on the home page requires an extra click to view items, before even clicking an item which is frustrating. I suggest moving the navigation menu back to the top on all pages so it is always visible and easy to access.
1 voteHi Nicola, just returning to your idea and testing a little more it sounds like you maybe viewing Xero in a very narrow mode - for example as a half screen width. Xero's new navigation is responsive so if the page is narrowed the menu you will move to the left side of the screen, whereas if its widened you'll find the navigation shows at the top of the page.
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1 vote
Hi Kim, you can actually still do this within the new Homepage. From the Invoices owed to you widget there is a 'New invoice' button. It's position has just moved a little from where it was in the dashboard. 😊
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Save a lot of Time when switching between menus.
Add the Bank Feeds as a Seperate Item in the top menu, where currently Home, Sales & Purchases is. This would shorten the movement between modules. Currently I have to click Home, then select the bank to reach the Bank Feeds
1 voteHi Valerie, thanks for sharing your feedback! We get that being able to jump straight to your bank accounts from the dashboard would save a few clicks when you’re in the flow of daily bookkeeping.
Right now, your bank accounts are accessible via Accounting > Bank Accounts. Alternatively, you can use the shortcut ?/ then type “ba” to go directly to your bank accounts—it’s a quick way to get there without leaving the keyboard.
Because this access is already available, I’ve marked this as Existing Functionality.
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Less motions/clicks means more efficiency
I'd love quick access buttons on the home page, things that get done on a regular basis. For example adding a check or a bill or a quote or an invoice.
1 voteHi Jessie, thanks for posting in the forums. If you already have the new homepage there are quick options on the widgets - for example from the Bills to pay widget there is the option to 'Add bill' or View all bills which will take you to the bills list view, and similarly the same with Invoices in the 'Invoices owed to you widget.
Also from the '+' icon in the blue navigation you can quickly create new for many transaction types, or we even have keyboard shortcuts to help navigate.
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Homepage | Bank widget - Reconcile button
Could we have the reconcile button back on the homepage its one we use all the time and is now a few clicks away, rest seems fine
1 voteHi Shaun, if there are statement lines unreconciled in your bank account you should still see a button on the bank widget to 'Reconcile x items'.
If you're not seeing this option where you'd expect please do raise a case with our Xero Support team who can take a deeper look into things with you.
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