Settings and activity
3 results found
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486 votes
Hi everyone, we know being able to have more control over widgets on your Homepage will improve our users experience and want to share a quick progress update on where things are at:
Currently the Cash In & Out and Chart of Accounts Watchlist widgets have toggle options for smaller and larger size options.
Right now, our product team is actively working on expanding and improving size optionality (rather than just the ‘larger’ ‘smaller’ selections) to more widgets - This will include the Invoices Owed to You, Bills to Pay, Chart of Account, Cash in and Out and Recent Invoice payments widgets. The approach we’re taking will give you additional size selections for these widgets, and more customisation of what’s shown within the widgets.
Understanding from feedback, that our customers are looking for even more flexibility beyond these size options, our team is continuing to explore further enhancements that'll be…
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55 votes
Jennifer Grauer
supported this idea
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38 votes
Hi team, sorry it's taken so long for us to return to the idea here.
I appreciate the feedback from my last update where I suggested lock dates as an option and hear why this isn't a viable option for some.
If you're based in the US or CA you may want to check out our newer feature 'Reconcile period' that enables you to reconcile and close period within each bank account.
It'd be good to hear if users from other regions in this idea believe reconcile period would resolve what you're after here and I can merge in to this idea where we're continuing to track interest for expanding this feature to other region. Thanks
Jennifer Grauer
supported this idea
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Like many of the comments here, I find the new layout hard to read.
The lack of distinction between the bank account widgets, especially when all need to be reconciled of a morning is chaotic and overwhelming at first glance. There is none of the calm professionalism of the original dashboard.
Maybe give the widget titles a background colour to help distinguish the widgets we are looking for easier.
Also, a major function I use daily is the Accounts Watchlist.
Can we please have the ability to:
- extend the length of this widget to 3 rows
- drag and drop our most important accounts to sort by a custom order
- move the YTD column slightly to the left so it is not impacted by the vertical scrollbar
Thank you