Homepage - Icons for shortcuts to features
Create a "widget" with a customizable icon shortcuts to have it where you can click on one button and get you to where you need to go instead of navigation through menus. Have a way to only show which icons appear. For me, it would be "invoices, expenses, refunds, chart of accounts, and inventory". See the attached mock up of what I'm talking about. It would be so nice to have shortcuts right there on the homepage.
Chris Thames
shared this idea
Appreciate your feedback and great visual understanding with your mockup there, Chris. Totally get it's not exactly what you're suggesting here but just as a highlight around shortcuts there are a few that can be used anywhere in Xero to help you quickly navigate to some features such as '/a' to get to the all bank accounts screen, or '/e' to go to all employees 😊
We'll get a sense of interest building for homepage icons through your idea here.
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Brian Domney
commented
Have the ability from the homepage on the desktop software and the mobile app to access inventory without having to use the drop-down menus to go through the products and services. Also, for the mobile app have it accessible from the homepage so you do not have to create a quote or invoice just to check quantity or price of an inventory item. Also make it so the cost of the product can be shown or toggled off if desired by the user.
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Chris Thames
commented
I would also like to add that I dont personally want any "data" widgets on my homepage as I dont want anyone looking over my shoulder seeing any information or accounting numbers. For that reason, I have all of the widgets disabled so it looks VERY bare and just an overall bad look IF you dont use the data widgets. If you could give the option to have icons or buttons as a widget where I could click on "create an invoice" or "spend money", it would take me to the exact page that I want to go to instead of slicking around through menus.
Perhaps a lot of people want the widgets, but there are a lot of people that dont want them and when you disable all of the widgets, it just looks bad.