Users & setup

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1. Homepage - Easily view over 50 bank accounts

   Today I learned with shock that the new dashboard only supports 50 bank accounts for display. Unfortunately, we have more accounts which on the new dashboard layout will not be shown. That is not good for our organisation. The workaround via the "list of accounts" is cumbersome and definitely not an improvement.

   If more than 50 bank accounts cannot be displayed on the dashboard or "Home" page, would it be possible to have FOLDERS on the dashboard like folders on a PC desktop or on a smartphone? Then I could allocate around 10 bank accounts into one folder according to the organigram and cost centres of our organisation. In that case I would have around 7 folders on the Home page into which the bank accounts could be distributed. If that would be possible, that would be a real and useful improvement and even better than the current dashboard. That would make the dashboard look much cleaner and tidier. The new dashboard is really cladded and not nice to look at.

   As PC, laptops and smartphones work a lot with folders for placing apps, I assume it should not be too complicated to have that feature also embedded in Xero.

   Should that not be possible, the new dashboard will be a real step backwards for our organisation.
   Kind regards,
   Stephan

   Today I learned with shock that the new dashboard only supports 50 bank accounts for display. Unfortunately, we have more accounts which on the new dashboard layout will not be shown. That is not good for our organisation. The workaround via the "list of accounts" is cumbersome and definitely not an improvement.

   If more than 50 bank accounts cannot be displayed on the dashboard or "Home" page, would it be possible to have FOLDERS on the dashboard like folders on a PC desktop or on a smartphone? Then I could allocate around 10 bank accounts into one folder according to… more

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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

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