New Homepage

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1. Homepage - Cash flow forecast

   Ability to show cash flow forecast on the dashboard.

   Purpose: Users can easily get the snapshot on how their cash flow projection is doing for their business.

   15 votes

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   4 comments  ·  Homepage  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, as you may have experience we now have Cashflow Manager with Xero Analytics that helps you predict your businesses’ financial overview, cash in and cash out.

   We are currently developing a widget to surface these insight to your on the new Homepage. I'll return to share once it's live 🙂

2. P&L Widget on homepage should have an option to show P&L by month

   Xero should have an option for showing a monthly P&L view of the past 6 or more months (up to the whole business year), as a widget on the dashboard. Displayed in the same style as the 'cash in and out' widget. I've asked support about how to set this up and I'm told it is not offered.
   Monthly P&L is such a basic and necessary requirement for me as a business owner, and it gives me a quick and reassuring view of the company's finances whenever I sign in. Not having this is frustrating as it's such a simple thing to display, and I'm no longer able to get that quick view without a lot of faff (now that I've switched to Xero)

   Xero already has all the data, your UX team just need to amend how it can be displayed. Having a 'year to date' view of P&L is far too blunt a tool to be useful.
   Please fix this.

   Xero should have an option for showing a monthly P&L view of the past 6 or more months (up to the whole business year), as a widget on the dashboard. Displayed in the same style as the 'cash in and out' widget. I've asked support about how to set this up and I'm told it is not offered.
   Monthly P&L is such a basic and necessary requirement for me as a business owner, and it gives me a quick and reassuring view of the company's finances whenever I sign in. Not having this is frustrating as it's such a simple… more

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   0 comments  ·  Homepage  ·  Edit…  ·  delete…  ·  Admin →
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   submitted  ·  System responded

   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. 🙂

3. You are going to be looking at losing a customer (and I Do not Believe that I would be the Only one). This New Home Page is absolute Garbage

   You are going to be looking at losing a customer (and I Do not Believe that I would be the Only one). This New Home Page is absolute Garbage. None of the Widgets are. a Resizable, b Customable and Still no Option to Reduce the Number of Columns. Not a Case of Relearning the Home Page. but Chasing the Object you are looking For. For the Amount of Time Wasted Using your product (Great as it WAS) Your Changes are making this a VISTA Version of Xero - Nobody wants it and I certainly will not be hanging about to to use a Product for the Company that doesn't listen to it Users. Even Microsoft listened after Vista Came out. Why Can't Xero. You Haven't been bought out by Broadcom by any chance. They Buy a Product Make Useless and charge heaps for Rubbish with NO SUPPORT.

   You are going to be looking at losing a customer (and I Do not Believe that I would be the Only one). This New Home Page is absolute Garbage. None of the Widgets are. a Resizable, b Customable and Still no Option to Reduce the Number of Columns. Not a Case of Relearning the Home Page. but Chasing the Object you are looking For. For the Amount of Time Wasted Using your product (Great as it WAS) Your Changes are making this a VISTA Version of Xero - Nobody wants it and I certainly will not be hanging about to… more

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   0 comments  ·  Homepage  ·  Edit…  ·  delete…  ·  Admin →
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   submitted  ·  System responded

   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. 🙂