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  1. Dashboard - Edit dashboard layout

    58 votes

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    25 comments  ·  Users & setup » Navigation  ·  Admin →
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    In development  ·  AdminKelly M (Community Manager, Xero) responded

    Hi team, we appreciate all the feedback we've received from our customers about the Dashboard and how we could improve this for you.

    As you may have seen or perhaps even have access to already - over the coming months we are releasing a new Xero Homepage that'll replace the existing Dashboard.

    We've done lots of research and testing with our customers for the new homepage. You'll be able to customise to show which widgets you want, and it's built with updated technology so is much more responsive - adapting based on your device, screen size and zoom functions to show a maximum of 4 widgets side-by-side!

    I'll update you again here when this is live to you all, and if you'd like to give it a go now - jump on into the demo co 😊

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    Hayley McLean commented  · 

    New dashboard is horrible. Its too busy and messy. Its not customisable and not user friendly

  2. Bank Account Changes Report Showing Contact's Name - Downloadable as a PDF

    184 votes

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    52 comments  ·  Reports & tax » Reporting  ·  Admin →
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    submitted  ·  AdminKelly M (Community Manager, Xero) responded

    Hi everyone, while we don't have a direct report for this, some changes we've made to History & Notes in Xero will help in achieving what you're in need of here. 

    You can run the History & Notes, filtering by Type = Contact and typing 'Bank account number' in the Search to just view results for this action. 

    If needed you'll be able to export your results to PDF or Excel. 

    Though the contact name doesn't show on screen, you can right click on the Contact in the report to open the contact's record in a new browser tab, that allows you to inspect details without navigating away from your History & Notes results.