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  1. Homepage - Simplify layout

    788 votes

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    424 comments  ·  New Homepage » Homepage  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    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…

    Sonia Turner supported this idea  · 

  2. Homepage - Lines/border around widgets

    78 votes

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    24 comments  ·  New Homepage » Homepage  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, thanks for feeding back on my last update, it's good to hear how the contrasting has or hasn't helped solve needs for differing users.

    We appreciate further context of your needs here and want you to know this is something our team have still been looking into.

    We now have a piece of work underway that when released will show borders around widgets on the homepage 🙂 Though I can't give timeframes for this as yet, I'll keep you looped in on further updates for this here.

    Sonia Turner supported this idea  · 

  3. Account Transactions report - Ability to change default columns when drilling into report

    80 votes

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    33 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for signalling your interest and sharing with us through this idea, team.

    We understand why you'd like a setting for defaults when you drill down through the Account Transactions report. This is something our reporting product team have taken a closer look at, however the solution isn't a simple change and we want to be upfront that at this stage we don't have any plans for. We will share if there are any updates here.

    Sonia Turner supported this idea  · 
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    Sonia Turner commented  · 

    I'm still struggling with the fact that I have to customise the Transactions Report everytime I want to drill into an account from the P&L. Takes soooooo long to go through every P&L account - which I'm required to do!
    Surprised this has to be a vote. Ho hum!