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  1. Dashboard - Create and customise graphs/reports on the dashboard

    62 votes

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    submitted  ·  22 comments  ·  Users & setup » Navigation  ·  Admin →
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    Jonathan Herrman commented  · 

    In addition to individual accounts, it would be great to select a group total from the Balance Sheet (or P & L) to put in the Account Watchlist, eg if you have a number of loans and you want to see what Total Loans are on the dashboard.

    Somewhat related to idea https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/45925384-dashboard-ability-to-group-accounts-in-the-watch

    Jonathan Herrman supported this idea  · 

  2. Dashboard - Ability to group Accounts in the Watchlist

    10 votes

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    submitted  ·  2 comments  ·  Users & setup » Navigation  ·  Admin →
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    Jonathan Herrman commented  · 

    Also allow Bal Sheet group (totals) to be added to WatchList ... doesn't have to be an "Account" WatchList.

    That's what I'd like (ability to select bal sheet group totals for Dashboard watchlist)... others might even like a particular ratio (ie simple mathematical combinations of 2 accounts), but that might be next level.

    Jonathan Herrman supported this idea  ·