Settings and activity
6 results found
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36 votes
Appreciate the extra details shared by everyone here.
We'll continue to get a track of the interest in a specific widget for accessing reports from the Homepage and share if there are any developments planned around this.
Right now, just to highlight what is possible - You can favourite a report from the Reports centre including a custom report you've set up to make this accessible from the Reporting drop down menu in the navigation.
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Nicola Taylor
supported this idea
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15 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.
Nicola Taylor
supported this idea
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19 votes
We appreciate your feedback, Scott. This is something we'll start to get a sense of the feeling around from community here, however I want to be upfront that this isn't something we have plans to remove atm. Thanks
Nicola Taylor
supported this idea
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16 votes
Appreciate the feedback, Andreas. Good to hear the different sections that would be handy to you from the homepage.
This isn't somethign we have plans for right now, but will start to gather interest in from the community here.
I'll share if there are any updates.
Nicola Taylor
supported this idea
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332 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.
Nicola Taylor
supported this idea
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810 votes
Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
An error occurred while saving the comment Nicola Taylor
commented
To have no plans at all to make this painful process any more efficient is a disappointing sign of complacency from Xero.
Hopefully AI will drive innovation in this space as I'd like to see Xero with more competition to avoid this kind of shoulder shrugging over poor functionality that costs businesses considerable time and money
Nicola Taylor
supported this idea
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+1 for this. I have custom reports for my tracking categories and it would be great to either have a widget to display the report summary on the homepage (best) or have a widget with a quick link to the report (second best)