Settings and activity
14 results found
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9 votes
Hi everyone, it's easy to see why you’d want more flexibility on the dashboard. When you log in, you want the most important info right there—without having to scroll past everything else.
For now, Edit dashboard lets you reorder widgets and hide the ones you don’t use often.
However, we understand that greater layout flexibility could take dashboard customisation to another level, making it feel genuinely personalised to how you prefer to work.
We’ve moved this to Gaining Support to see how many others are looking for more control over dashboard layout.
Jaime Bates
supported this idea
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46 votes
Understand wanting to make the most important information visible. Thanks for sharing your feedback on our new homepage here.
We're watching the forums here closely and will share if there is any updates that would help with what you're asking.
Jaime Bates
supported this idea
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72 votes
Hi everyone, we appreciate and want to thank everyone for feedback on the responsiveness of the new Homepage. This has been shared back with our product teams as they continue to develop this experience.
At this stage, there are no plans to fix the number of columns when using the Homepage. However, our team will continue to monitor usage on this closely.
One recent change we’ve introduced is that the Homepage layout can be saved at each screen size.
For example, if you set up and save the Homepage layout for your laptop and then move to a larger monitor you’ll see this adapt. However, if you ‘edit’ the Homepage and save the layout separately from your monitor Xero will remember the layout for each screen size. You should only need to do this once for each screen you use.
We’re looking at enhancing the edit layout experience soon to…
Jaime Bates
supported this idea
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228 votes
Thanks for your feedback on the new homepage here. We appreciate what works well and not so well for our customers with the new experience. Our product team have been taking this all onboard as they continue to plan their roadmaps. Since initially released in beta, they've made some changes to the 'Cash in and out' and 'Chart of accounts' widgets so when customising your view you'll now have the options to 'Make larger' or 'Make smaller'.
Right now, they're also considering sizing of other widgets and your contributions in this idea are super useful to their exploration of this. I'll be sure to share any further updates of the sizing of widgets with you all here.
Jaime Bates
supported this idea
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371 votes
Hi team, we thoroughly appreciate all the feedback we’ve received from customers about the new homepage experience. We hear you and are committed to providing more customisation options, which’ll help with some of the pain points raised in this idea.
Currently we’re exploring the ability to resize widgets and simplify widgets and allow you to remove charts, and as you'll see from my recent update on another idea we have plans for exploring 'views' in the coming months.
It’s worth noting that currently you can "Customise" the homepage to remove widgets that you don’t want to see and simplify your view.
We’d also like to acknowledge feedback here on the red colouring - To provide some insight this was intentional, and is used to highlight what needs attention, which actually came from our early feedback and testing. However, we appreciate hearing from more users on this and will continue to…
Jaime Bates
supported this idea
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68 votes
Awesome to hear you're getting a feel of the homepage, Charles. Thanks for taking your time to feedback on what changes would make the most impact for you.
I'll make sure to share your feedback with our product teams. For now we'll get a sense of interest from others in the beta here, and I'll keep you updated if any plans for a global setting are made.
Jaime Bates
supported this idea
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4 votesJaime Bates
shared this idea
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11 votesJaime Bates
supported this idea
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21 votes
An error occurred while saving the comment Jaime Bates
supported this idea
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35 votesJaime Bates
supported this idea
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An error occurred while saving the comment Jaime Bates
commented
Assign staff to projects without having to invite them into the file
My client runs a maintenance business with external contractors doing the work. We want to be able to assign the contractors to the Project so we know which contractors have been assigned the work (as there could be up to 10 contractors doing parts of the one Work Order) but Xero won't let us do this unless the contractor is invited into the file.
We don't want this as we don't want any of the contractors to see any of the details of the jobs. -
6 votesJaime Bates
supported this idea
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112 votes
Hi everyone, while our team considered solutions in this space with other pieces of work planned there is no current development planned for adding a notes or description field within Projects at this time.
For now, as you may be aware you can add notes to the History and notes of the individual transactions within a project, or alternatively on the Contacts record.
We're continuing to watch this space and will share if there is any progress.
Jaime Bates
supported this idea
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169 votes
Hi everyone, we appreciate wanting the ability to assign files to the project itself. While this isn't something we have planned right now we'll keep tracking the interest through the idea here.
To highlight, though not currently available on the Project directly, it's possible to attach files to the individual transactions within a project e.g a Bill, Invoice, Spend money or Expense. i
Along with this, you may also find it useful to create folders within your Files library where you can collect all files related to a specific project for ease of reference.
Understand this isn't the ideal solution, but may help some for now 🙂
An error occurred while saving the comment Jaime Bates
commented
This is a feature that would be essential to any Projects platform. Work orders, photos, compliance certificates, sign off sheets. They all need to be added so that they can they be attached to the final invoice going out to the customer.
Job notes also would be super helpful.
Jaime Bates
supported this idea
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122 votes
An error occurred while saving the comment Jaime Bates
commented
Agree - I would like to recommend Xero Projects to more of my clients but these types of illogical road blocks continue to stop us.
I also hope to see this get more traction.
Jaime Bates
supported this idea
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Agreed, you can filter by your own Projects at the moment but adding the ability for Projects Admins at least, to filter by other team members to get visibility over what's on everyone's plate would make things so much easier. At the moment it's impossible to get an overview of who is doing what