Settings and activity
2 results found
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25 votes
Hi team, we appreciate the feedback we've received around the need to manually refresh widgets on the homepage for organisations with higher volumes of data.
Our product teams have been paying close attention and monitoring usage and we have recently released an update that will improve the experience for these larger organisations - Reducing the automatic update from 24 hours to 1 hour. Meaning your data is more recent and up to date, and saving you from having to manually refresh as often. 🙂
To reconfirm the rationale and how this works - To help the homepage load efficiently, some widgets in these organisations show data from the last 1 hour by default.
- These widgets are designed to automatically update with the latest figures from the last 1 hour when you log in.
- If you need to see the most up-to-date numbers in-between the 1-hourly automatic updates, simply click the…
Alistair Hooper
supported this idea
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An error occurred while saving the comment An error occurred while saving the comment Alistair Hooper
commented
I am absolutely amazed that the Homepage does not automatically refresh. What a nonsense that a Home page isn't showing the most up to date information/status. I have 13 bank accounts of one sort or another and so now need to press 13 extra buttons to get the accurate picture. That, to me is a MASSIVE step backwards in terms of efficiency.
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377 votes
Hi community, we appreciate the challenges manually chasing approvals can cause in the flow of processing your transactions.
We’re pleased to share that we’re now actively working on a customisable bill approvals workflow to tackle this front on. As part of the flow an approver will receive an email when their approval step becomes active, and within Xero you’ll be able to see what needs attention.
This means the person responsible can go straight to the bill, review it and approve or reject it without searching through the wider bills list. 🙂
We recognise this work is limited to bills at present and there are users that'd also like to see these similar notifications on other document types. This is something we’ll continue to consider how we might leverage these notification patterns for other areas of Xero but don’t have commitments for as yet.
You can read more about the …
An error occurred while saving the comment Alistair Hooper
commented
Just adding a more general to Xero senior management. I really like Xero but you must speed up the pace of development role outs. This simple notification is a simple but classic example. I am of an age (that means "old") and I have seen several systems get overtaken by the speed of change. You, Xero, were part of that at one time. But if you don't speed up you will be on the other end of it before you know it.
Alistair Hooper
supported this idea
·
An error occurred while saving the comment Alistair Hooper
commented
I can't see why this wouldn't be a basic requirement for anything other than a very small business so please get on with developing it! For any business where operational responsibilities lie outside Finance and costs need to be approved it really is needed
I have added a comment to this point raise already but to me it is so important that I am writing again as a separate comment so it is clear. I find it utterly bizarre that the Home page does not auto update - Surely one of the main purposes of a Home page/Summary page is to show an accurate and current position. I have 13 bank accounts of one sort of another (if you include credit card accounts that I have set up as bank accounts) and so now I have to press the "Refresh" button 13 times because items reconciled do not show as such unless I manually refresh - that is a MASSIVE step backwards from an efficiency point of view on top of it not showing the right position. Can someone explain why this functionality was stopped and change it back as soon as possible.