Settings and activity
4 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…
Charlotte Cudby
supported this idea
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788 votes
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…
Charlotte Cudby
supported this idea
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3 votes
Hey Jonathan., I completely understand that you personally don’t need the Import bank statement option there.
However, we’ve chosen to keep it visible because, across all Xero organisations, it’s actually one of the most frequently used actions on the bank widget.
Many businesses still rely on manual statement uploads at different times – for example when a bank doesn’t support feeds, there’s a gap in the data, or a feed is temporarily unavailable.
So while it might not be something you use every day, it’s a key shortcut for a lot of other customers, which is why it still appears on the homepage.
If your feeds are working well, you can safely ignore it – it’s simply there as a convenient backup when it’s needed.
Charlotte Cudby
supported this idea
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680 votes
Thank community, we appreciate all your involvement on this idea. We understand the ability to bulk export or print attached files would be a huge time-saver, especially for year-end audits, client communication, and general record-keeping.
We’ve evaluated the complexity of this feature against other priorities on our roadmap. Atm, this isn't in our plans however we'd like to explore bulk downloading of files from Xero in the longer term. I'll share an update when we're able to give more attention to this, here.
For the meantime if this is essential for you right now, you may like to explore third-party integrations through our Xero app store which could meet your needs here.
Charlotte Cudby
supported this idea
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An error occurred while saving the comment An error occurred while saving the comment Charlotte Cudby
commented
Yes totally agree Alejandra. Problem is what we do about historical data that we have every right to be able to backup and download. I was misled when I started using Xero that if everything is in there I don't need to have it saved separately. How wrong that advice was! What if Xero gets hacked? Am I exposed in the case of a tax audit? So I am currently going through the laborious process of collecting back all that info and saving it separately. This has made me very upset with Xero to have to waste my time like this because of their attitude on this issue. So upset I don't want to remain with them...
An error occurred while saving the comment Charlotte Cudby
commented
Message to Xero: I originally commented on this earlier this year and now having read through recent comments and frustrations, as well as perspectives on your (Xero's) attitude towards not wanting to incorporate this feature I feel so angry about it that I too, will be saving all my files separately in preparation to stop using Xero. Totally outrageous!! I will also actively discourage anyone I know from joining up and encourage people already using it to switch. Let's all vote with our $$ and leave.
An error occurred while saving the comment Charlotte Cudby
commented
We absolutely should be able to export bulk files from Xero. This is a critical backup function. In this day and age of hacking we need to be able to back up files easily.
Glen Johannes I hope you read this. In regard to your comment, "I seriously feel that some consumer legal action be taken against Xero for this flagrant and deliberate avoidance of adding this obvious compliance audit requirement", perhaps there is a way to do something like this? Bringing together all the passionate people on this thread and perhaps even using our accountants who have networks to bring together interested parties and put pressure on Xero. I will certainly be suggesting this to our accountant...