Settings and activity
6 results found
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229 votes
Thanks for your feedback on the new homepage here. We appreciate what works well and not so well for our customers with the new experience. Our product team have been taking this all onboard as they continue to plan their roadmaps. Since initially released in beta, they've made some changes to the 'Cash in and out' and 'Chart of accounts' widgets so when customising your view you'll now have the options to 'Make larger' or 'Make smaller'.
Right now, they're also considering sizing of other widgets and your contributions in this idea are super useful to their exploration of this. I'll be sure to share any further updates of the sizing of widgets with you all here.
Jenny Kanno
supported this idea
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374 votes
Hi team, we thoroughly appreciate all the feedback we’ve received from customers about the new homepage experience. We hear you and are committed to providing more customisation options, which’ll help with some of the pain points raised in this idea.
Currently we’re exploring the ability to resize widgets and simplify widgets and allow you to remove charts, and as you'll see from my recent update on another idea we have plans for exploring 'views' in the coming months.
It’s worth noting that currently you can "Customise" the homepage to remove widgets that you don’t want to see and simplify your view.
We’d also like to acknowledge feedback here on the red colouring - To provide some insight this was intentional, and is used to highlight what needs attention, which actually came from our early feedback and testing. However, we appreciate hearing from more users on this and will continue to…
An error occurred while saving the comment Jenny Kanno
supported this idea
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255 votes
Hi everyone, we appreciate the attention this idea has been getting. It's really good to hear how we can continue to improve the Homepage for our differing customers needs. We understand not all the widgets maybe useful to every user, and the 'Customise' button will let you add or remove widgets to reduce what you see on the Homepage.
Taking on board feedback we're looking at the sizing of widgets and you'll find the 'Chart of Accounts' and 'Cash in and out' widgets are now smaller by default with an option to 'Make larger' - You can follow further updates for this on the idea here.
We have plans to dig deeper into possible 'view' options (like the different levels of views being asked here) in the new year and I'll share further updates here when this gets picked up. 🙂
Jenny Kanno
supported this idea
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An error occurred while saving the comment Jenny Kanno
commented
I want all my bank accounts in a neat row on the left, as before, but the space only fits two on top of each other, so then the rest of the space is untidy. There is no unity in the layout of what I need. There is no option to resize the boxes, as per the video, so I can't totally customise how I want the page to look. To be honest it was better before. What a mess.
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36 votes
An error occurred while saving the comment Jenny Kanno
commented
I agree, this report should have an option to include the original currency of the supplier, for multicurrency clients. It would make reconciling supplier statements so much easier.
An error occurred while saving the comment Jenny Kanno
commented
It would be so helpful to have this report in the base currency of the supplier, as it is a better report for reconciling to the supplier's statement
Jenny Kanno
supported this idea
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83 votes
Thank you all for your engagement with this idea to enable export options for the Short-Term Cash Flow projection in Xero Analytics Plus. We recognise that the STCF report is a useful tool for many of you and that exporting would allow you to share this report which is important in a number of different scenarios.
It is worth noting that for users accessing Xero Analytics powered by Syft, the cash flow report can be exported in a variety of formats. If you haven’t checked this out yet, you can find more information here - Xero Analytics powered by Syft
After carefully reviewing the current development roadmap, we have determined that this request will not be addressed in the immediate future. Therefore, we are changing the status of this idea to Not in the pipeline. However, the idea will remain open for votes so we can continue to monitor community…
An error occurred while saving the comment Jenny Kanno
commented
It would be very useful to be able to print this report, or export it to a spreadsheet, as management doesn't necessarily log into Xero to look at the cashflow, and instead relies on accounting to provide these reports
Jenny Kanno
supported this idea
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9 votesJenny Kanno
supported this idea
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The new homepage layout is a mess. The old layout was much more functional for everyday use. The widgets are too big and clunky, and the options are not useful at all. Xero has really gone down in my estimation, too much time fiddling with layout and not enough making reports more functional.