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 in and Out and Recent Invoice payments widgets. This includes customisation of the data within these widgets to best suit your needs, such as removing the charts. We’ll provide a confirmation once these updates are live.
There are also other enhancements that our teams are beginning to explore to further solve needs shared in feedback here, so we’ll continue to keep you updated.
If you need help setting up or editing your homepage, please reach out to the Xero Support team. They can help you design a view that best supports your specific workflows. Thanks
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…
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).
Nicholas Smith
supported this idea
·
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).