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  1. Homepage - Bank balance widget chart

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    16 comments  ·  New Homepage » Homepage  ·  Admin →
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    Gaining Support  ·  AdminRidhwaan Uddin (Admin, Xero) responded

    Hi there!


    Thanks for sharing such detailed feedback on the bank balance charts.


    I’ve categorized this as Gaining Support. While we don't roll back to previous versions of the homepage, I’ve refined your idea to focus on making the balance charts configurable (1, 3, 6, or 12 months).


    This covers your need for historical data while allowing for future flexibility.


    Since our forum works best with one idea per post, I've focused on the chart visibility first. I’d recommend raising the "balance projection" as a separate suggestion so it can be voted on individually!

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    Tori van der Donk commented  · 

    It's taken me w hile to work out what I was missing, as only some of my orgs have moved to the new layout.The dashboard is so white & difficult for me to see. THis morning I took the time to flick between orgs to work out why this new layout was annoying me. The balance movement graph is hte biggest difference. Beside giving some contrast on the page, the trend graph allows you to quickly see the movemen tin a bank account. At a glance you can see if the balance has been eroding or improving. Has there been a quick spike or drop? If so, you can jump in to have a look. Almost every time I"m with a cleint, that's the first thing I comment on in their file the trend in the bank that I can see immeidiatlye. Until I saw this "idea request" above, I had no idea that the graphs were still there, but only under the "bank accounts" menu. I rarely go to the menu item - because all you need for active bank accounts is on the dashboard. Please bring back the graphs on the dashboard widgets.