Settings and activity
7 results found
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331 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.
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Susan Sydor
commented
I feel that this is in an attempt to be similar to the other do-it-yourself accounting software..please don't let that happen. I recommend Xero all the time to people when they struggle with QBO - and I'm not a fan of their new layout - I don't want them to come to Xero and see essentially the same look.
Susan Sydor
supported this idea
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25 votes
Hi everyone, it makes a lot of sense to want a cleaner way to organise dashboard widgets. When related items like bank accounts or invoice summaries are grouped together, it’s easier to find what you need without much scrolling..
For now, you can use the Edit dashboard button at the bottom of the page to reorder widgets—move your most-used ones to the top and hide the rest.
This idea is now Gaining Support, so we can see how many others would like more control over dashboard layout. We’d love to hear how you’d group your widgets—keep the votes and comments coming!
Susan Sydor
supported this idea
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108 votes
Thanks for your idea, Simone. Gosh that is a lot of bank accounts I can see why a search would help. No immediate changes planned for this but I'll share your feedback with our product team and we'll get a sense of others that'd find this useful from your idea, here. 🙂
Susan Sydor
supported this idea
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53 votes
Hi! Thanks for sharing your idea about how putting borders around the widgets would improve the look of the homepage for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit, so they can add their votes and comments about how they'd like to see this too!
Susan Sydor
supported this idea
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28 votes
An error occurred while saving the comment Susan Sydor
commented
This would be fantastic.
Susan Sydor
supported this idea
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238 votes
Hi everyone, thank you for your continued passion, and sharing how having the ability to group or combine line items within an invoice would give you the control to present information to your clients in the best way for your business.
In lieu of a direct feature, while I appreciate it won’t fit all needs here, the inbuilt calculator may help in some cases to combine costs of multiple lines to one, and we appreciate there are some customers that have explored third-party apps with more extensive functionality for the time being to full-fill their needs.
We’re updating the status of this idea to Accepted - While this isn’t on our roadmap atm, we see the value in this suggestion and it’ll be considered as we plan our future roadmap. We’ll update this thread if we have any more news to share.
An error occurred while saving the comment Susan Sydor
commented
I would definitely take advantage of being able to group line items on an invoice. Or be able to hide/combine so that the customer doesn't see certain admin fees I'd like to include in pricing, that need to be taxed or recorded differently. Seems complex, but I don't write software. Would love to see this functionality in Xero invoicing!
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300 votes
Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).
Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.
For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!
Susan Sydor
supported this idea
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I feel that this is in an attempt to be similar to the other do-it-yourself accounting software..please don't let that happen. I recommend Xero all the time to people when they struggle with QBO - and I'm not a fan of their new layout - I don't want them to come to Xero and see essentially the same look.