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  1. Homepage - Simplify layout

    804 votes

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    424 comments  ·  Users & setup » Homepage  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for your continued feedback and we appreciate you sharing your sentiment here. We’re continuing to evolve the Homepage experience to better meet more of our customers’ needs, and your input is a big part of shaping those improvements.

    One of the strongest themes in the feedback has been widget sizing. We’ve now released resize options for the Tasks, Invoices owed to you, Bills to pay, and Net profit and loss widgets, in addition to the Chart of accounts watchlist and Cash in and out widgets.

    For the small size Invoices owed to you and Bills to pay widgets, once you’ve saved your Homepage, you’ll also see an option to toggle the chart on or off if you’d prefer to focus just on the figures.

    There’s more updates in the works, and I’ll keep sharing further updates with you here.

    Nicholas Smith supported this idea  · 

  2. Homepage - Ability to add sticky notes/notes

    204 votes

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    65 comments  ·  Users & setup » Homepage  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we really appreciate hearing how a visible place for reminders, checklists and notes would help keep important work from being missed.

    We've just introduced custom Tasks to the Homepage which allows you to quickly add your own one-off business task, or add and edit tasks from the right hand panel. You can update the details, mark work as complete, delete tasks and view completed tasks all from the Homepage.

    This means reminders like requesting a missing receipt or preparing documents for your accountant can stay alongside your workflow in Xero instead of being kept in a separate note or spreadsheet.

    The first release focuses on personal organisation, so shared tasks, notes and notifications aren’t included yet, but this is something we'll continue to consider as this space evolves.

    Nicholas Smith supported this idea  · 
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    Nicholas Smith commented  · 

    Yes - a pinned note with rich text formatting (eg. Bold, Underline, Text Colour) is incredibly critical.

    The ability for this note to popup upon Contact select on Invoicing/Bills would also be incredible (ie. when Customer selected on New Invoice, popup with Pinned note becomes visible to alert user of any critical information about customer).