Settings and activity
6 results found
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2 votes
Appreciate your feedback and great visual understanding with your mockup there, Chris. Totally get it's not exactly what you're suggesting here but just as a highlight around shortcuts there are a few that can be used anywhere in Xero to help you quickly navigate to some features such as '/a' to get to the all bank accounts screen, or '/e' to go to all employees 😊
We'll get a sense of interest building for homepage icons through your idea here.
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Chris Thames
shared this idea
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576 votes
Hi community, thank you for all the engagement and we can see the growing interest in improvements to help simplify your view of information on the new Homepage and navigate important information and insights with more ease.
Right now, our team have a few pieces of work underway intended to help with some of the pain points that have been raised here these include:
- More options for the sizing of widgets so you can reduce these frames and better position this information on your screen
- More customisation of information within a widget like being able to remove visuals
- Improving the experience of moving widgets when editing the homepage to make it more obvious when dragging and dropping them to different positions on the page
We’ve also roadmapped further changes for later this year, once everyone is on the new experience. I’ll share more updates as we progress.
Chris Thames
supported this idea
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340 votes
Hi everyone, we appreciate the attention this idea has been getting. It's really good to hear how we can continue to improve the Homepage for our differing customers needs. We understand not all the widgets maybe useful to every user, and the 'Customise' button will let you add or remove widgets to reduce what you see on the Homepage.
Taking on board feedback we're looking at the sizing of widgets and you'll find the 'Chart of Accounts' and 'Cash in and out' widgets are now smaller by default with an option to 'Make larger' - You can follow further updates for this on the idea here.
We have plans to dig deeper into possible 'view' options (like the different levels of views being asked here) in the new year and I'll share further updates here when this gets picked up. 🙂
An error occurred while saving the comment Chris Thames
commented
I really wished they would have a "widget" that had shortcuts for commonly used functions like "invoices", "expenses", "refunds" etc for a one click way to get to a commonly navigated place instead of having to go through the menus
Chris Thames
supported this idea
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46 votes
An error occurred while saving the comment Chris Thames
commented
It would be great to have a credit note shortcut either on the dashboard or under the "+" menu
Chris Thames
supported this idea
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3 votes
Hi team, while not a solve for an updated 'look' of the dashboard we wanted to make sure everyone on this idea was aware of some of the shortcuts that can help you get around and create transactions from many screens.
The '+' icon next to Search in the blue banner enables you to create a range of different document types, similarly there are shortcuts that can be entered in Search from the blue navigation bar that will take you to different features such as bank accounts, the files library or reports. See more on these in our help article here.
An error occurred while saving the comment Chris Thames
commented
I appreciate the response. I am just curious, is Xero planning on updating the look of the dashboard anytime soon? I have been using the "+" sign as recommended.
Chris Thames
shared this idea
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16 votes
Hi community - There are a few shortcuts that can help you get around and create transactions from many screens in Xero.
The '+' icon next to Search in the blue banner enables you to create a range of different document types, similarly there are shortcuts that can be entered in Search from the blue navigation bar that will take you to different features for example entering 'r' you can quickly select and be taken to 'All reports'
Are there other specific shortcuts you'd want to see here?
Chris Thames
shared this idea
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I would also like to add that I dont personally want any "data" widgets on my homepage as I dont want anyone looking over my shoulder seeing any information or accounting numbers. For that reason, I have all of the widgets disabled so it looks VERY bare and just an overall bad look IF you dont use the data widgets. If you could give the option to have icons or buttons as a widget where I could click on "create an invoice" or "spend money", it would take me to the exact page that I want to go to instead of slicking around through menus.
Perhaps a lot of people want the widgets, but there are a lot of people that dont want them and when you disable all of the widgets, it just looks bad.