Settings and activity
8 results found
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17 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!
Stephan Gerdes
supported this idea
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An error occurred while saving the comment -
447 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…
Stephan Gerdes
supported this idea
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18 votes
Hi!
Thanks for sharing your suggestion about hiding this prompt.
We've reviewed your idea and you might like to share it with any colleagues that this could benefit, so they can add their votes and comments to support it.
Stephan Gerdes
supported this idea
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4 votes
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Stephan Gerdes
supported this idea
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3 votes
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Stephan Gerdes
supported this idea
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1 vote
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Stephan Gerdes
shared this idea
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57 votes
Hi team, we appreciate all the feedback we've received from our customers about the Dashboard and how we could improve this for you.
As you may have seen or perhaps even have access to already - over the coming months we are releasing a new Xero Homepage that'll replace the existing Dashboard.
We've done lots of research and testing with our customers for the new homepage. You'll be able to customise to show which widgets you want, and it's built with updated technology so is much more responsive - adapting based on your device, screen size and zoom functions to show a maximum of 4 widgets side-by-side!
I'll update you again here when this is live to you all, and if you'd like to give it a go now - jump on into the demo co 😊
Stephan Gerdes
supported this idea
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An error occurred while saving the comment Stephan Gerdes
commented
Today I learned with shock that the new dashboard only supports 50 bank accounts for display. Unfortunately, we have more accounts which on the new dashboard layout will not be shown. That is not good for our organisation. The workaround via the "list of accounts" is cumbersome and definitely not an improvement.
If more than 50 bank accounts cannot be displayed on the dashboard or "Home" page, would it be possible to have folders on the dashboard like folders on a PC desktop or on a smartphone? Then I could allocate around 10 bank accounts into one folder according to the organigram and cost centres of our organisation. In that case I would have around 7 folders on the Home page into which the bank accounts could be distributed. If that would be possible, that would be a real and useful improvement and even better than the current dashboard. That would make the dashboard look much cleaner and tidier. The new dashboard is really cladded and not nice to look at.
As PC, laptops and smartphones work a lot with folders for placing apps, I assume it should not be too complicated to have that feature also embedded in Xero.
Should that not be possible, the new dashboard will be a real step backwards for our organisation.
Kind regards,
Stephan -
3 votesStephan Gerdes
supported this idea
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Today I learned with shock that the new dashboard only supports 50 bank accounts for display. Unfortunately, we have more accounts which on the new dashboard layout will not be shown. That is not good for our organisation. The workaround via the "list of accounts" is cumbersome and definitely not an improvement.
If more than 50 bank accounts cannot be displayed on the dashboard or "Home" page, would it be possible to have folders on the dashboard like folders on a PC desktop or on a smartphone? Then I could allocate around 10 bank accounts into one folder according to the organigram and cost centres of our organisation. In that case I would have around 7 folders on the Home page into which the bank accounts could be distributed. If that would be possible, that would be a real and useful improvement and even better than the current dashboard. That would make the dashboard look much cleaner and tidier. The new dashboard is really cladded and not nice to look at.
As PC, laptops and smartphones work a lot with folders for placing apps, I assume it should not be too complicated to have that feature also embedded in Xero.
Should that not be possible, the new dashboard will be a real step backwards for our organisation.
Kind regards,
Stephan