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2 results found

  1. Homepage - Add toggle to exclude opening balances from Chart of Accounts Watchlist widget

    In the Chart of Account Watchlist we are wanting to track in year categories that have opening balances. We're changing the Chart of Accounts to make this fit but a toggle to include or exclude opening balances would be really handy so you can choose to see only true in year transactions

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    0 comments  ·  Homepage  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi everyone, thanks for raising this idea. We understand why having the option to exclude opening balances from the Chart of Accounts Watchlist widget could be useful, especially when using the dashboard to monitor current-period activity.

    The idea is to allow users to filter out opening balances from the Watchlist view, making it easier to focus on in-year movements and get a clearer picture of current account performance.

    We encourage the community to vote on this idea if you’d find this dashboard improvement useful.


  2. Navigation - Multi-entity dashboard showing outstanding invoices/bills and unreconciled statement lines

    I am a Xero user (not Practice Hub/XeroHQ) with user access to 33 Xero files. Each day I need to go into each individual Xero file if I want to check what Bills are coming due or outstanding sales invoices. Would it be possible to improve the My Xero screen which shows all the Xero files I have access to to be more like a dashboard showing what is outstanding/due and what tasks are needed across all Xero files. Thanks :)

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    0 comments  ·  Homepage  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi Jessica, thanks for bringing this idea to our attention. We understand that a single view showing key items like outstanding invoices, upcoming bills, and unreconciled transactions across all your organisations could make it easier to prioritise work and keep on top of daily tasks without switching organisations.

    We’ve updated the idea to Gaining Support while we continue tracking the interest and feedback shared here.

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