Settings and activity
6 results found
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486 votes
Hi everyone, we know being able to have more control over widgets on your Homepage will improve our users experience and want to share a quick progress update on where things are at:
Currently the Cash In & Out and Chart of Accounts Watchlist widgets have toggle options for smaller and larger size options.
Right now, our product team is actively working on expanding and improving size optionality (rather than just the ‘larger’ ‘smaller’ selections) to more widgets - This will include the Invoices Owed to You, Bills to Pay, Chart of Account, Cash in and Out and Recent Invoice payments widgets. The approach we’re taking will give you additional size selections for these widgets, and more customisation of what’s shown within the widgets.
Understanding from feedback, that our customers are looking for even more flexibility beyond these size options, our team is continuing to explore further enhancements that'll be…
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Jenny Kanno
supported this idea
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788 votes
Hi team, we have some updates to share. Before we dive into the details, we want to be clear that while we’re committed to monitoring, learning, and refining the Homepage, we don’t intend to return to the previous Dashboard style or its column-based widget layout.
A few months back, we rolled out several enhancements to the "Edit homepage" capability to give you better control over your layout, including:
- Widgets that remain stationary until they are dropped into a new placement
- A "shadow" preview showing exactly where a widget will be placed during drag-and-drop
- Refined animations for a much smoother visual experience
- Improved on-page guidance regarding how to save multiple layouts across different screen sizes
In addition to the existing size options for Chart of Accounts and Cash In and Out, our team is currently building smaller widget sizes for Invoices Owed to You, Bills to Pay, Chart of Account, Cash…
An error occurred while saving the comment Jenny Kanno
commented
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.
Jenny Kanno
supported this idea
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403 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 'Edit homepage' 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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39 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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84 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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This new dashboard is really, really disappointing. Still no feedback on anything.