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  1. Homepage - Resize Widgets

    488 votes

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    84 comments  ·  New Homepage » Homepage  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we'd like to share an update as we've released new size options for a few more widgets. In addition to the Chart of accounts watchlist and Cash in and out you now have the option to Resize the following widgets;

    • Tasks
    • Net profit or loss
    • Bills to pay
    • Invoices owed to you

    Along with this release, once the Homepage is saved and when the Small option is selected for either Bills to pay, or Invoices owed to you widgets, there'll be the option to toggle the chart on or off from the Homepage.

    We'll be extending Resize out to more widgets soon, so I'll continue to keep you updated here.

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    Jennifer Grauer commented  · 

    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

  2. Bank Reconciliation: Add the ability to search by contact account number when matching transactions

    55 votes

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    submitted  ·  23 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Jennifer Grauer supported this idea  · 

  3. Settings - Ability to lock bank Reconciliation Period

    38 votes

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    5 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    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  ·