Homepage | Bank accounts - Toggle/option to conceal bank balances
On the Dashboard and Bank Accounts pages, the bank balance could be greyed out for better privacy. There could be a simple toggle control to hide and show the numbers on the screen.
Pete Young - Hart's Bakery
shared this idea
Good to hear your feedback on what improvements you'd like to see in the new homepage, Pete.
We'll start to gauge interest in this from community here and I'll share if there are any plans made.
-
Leela Tasker
commented
Love the landing page, however today when bringing a staff member in to show them an invoice, we opened to the landing page - it has numbers in big bold and it shocked them; leading to questions.
If a client or non-finanicial business user happened to see this screen whilst bringing up an invoice, with the wrong "lense" applied to the figures they may infer the wrong idea.
Would be great for all numbers to flick up as "Private" then a toggle to undo. Option to permanently toggle off for back office staff, but for front office team, can see the privacy would be really needed. -
Sarah Feist
commented
Quite happy with the new format however as a landing page it is not such a good idea to have the figures of the bank accounts etc so bold - please reduce the size of these figures !!!
-
claire Gourley
commented
Great suggestion Pete- despite a privacy screen attachment on my PC, if a staff member is standing directly behind me, they can see the account balance on the dashboard very clearly. I think this feature would be great for privacy.
-
Mark Findlay
commented
I think the home page should be setup by an Advisor for lower levels of security. There is way too much information on there available. We are having to change to another program for lower level access seats as this is becoming more common and there isn't enough control within Xero
-
Dominique White
commented
Please provide a privacy button on dashboard that can be toggled on / off
Quickbooks does this, why can’t Xero?