Settings and activity
6 results found
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1 vote
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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146 votes
Hi Kelly, and others that have joined the idea here sorry it's taken me a little to round back.
We really value the feedback we've been receiving on the visuals of the homepage and our customers feelings on the sizing and layout of widgets.
- related to sizing of widgets - we have another idea that'd also be good to vote and stay updated on
Regarding any issues on opting out - I connected with our product team, and understand there was a brief issue for a very small group of users right at the beginning of the beta that may have caused trouble for some when trying to Opt out however I can confirm this was quickly fixed and shouldn't inhibit them any longer.
However, it's worth noting that only the Subscriber can choose to opt out and this will remove the experience for everyone within that org, there is…
Chris Thames
supported this idea
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141 votes
Thanks for reviewing and letting us know how we could keep improving the new homepage experience.
For the time being we're paying attention to the pulse of this idea, here.
We will let you know if there are any updates.
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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42 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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15 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.