Settings and activity
5 results found
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785 votes
Hi team, we have some updates to share. Before we dive into the details, we want to be clear that while we’re committed to monitoring, learning, and refining the Homepage, we don’t intend to return to the previous Dashboard style or its column-based widget layout.
A few months back, we rolled out several enhancements to the "Edit homepage" capability to give you better control over your layout, including:
- Widgets that remain stationary until they are dropped into a new placement
- A "shadow" preview showing exactly where a widget will be placed during drag-and-drop
- Refined animations for a much smoother visual experience
- Improved on-page guidance regarding how to save multiple layouts across different screen sizes
In addition to the existing size options for Chart of Accounts and Cash In and Out, our team is currently building smaller widget sizes for Invoices Owed to You, Bills to Pay, Chart of Account, Cash…
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Chris Thames
supported this idea
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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.
An error occurred while saving the comment Chris Thames
commented
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.
Chris Thames
shared this idea
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403 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 'Edit homepage' 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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49 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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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?Â
Chris Thames
shared this idea
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I dont personally want ANY widgets on my homepage. If someone in my office is looking over my shoulder, I dont want them to see any accounting data that might be on my screen. When you have all widgets hidden, the homepage looks incredibly dull.