Settings and activity
3 results found
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32 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!
Pieter Rademan
supported this idea
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32 votesPieter Rademan
supported this idea
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241 votes
Hi everyone, we've been tracking this idea for some years now and truly value all the feedback we've heard on the desire and time saving reducing the manual steps in reconciliation
would achieve. We completely get wanting to skip that extra ‘OK’ click when you trust the suggested matches.
We’re excited to share that this idea is now in development. At Xerocon this year we shared automated bank reconciliation - Using JAX to automatically match and categorise your bank transactions with your Xero transactions.😊
It's in beta already and being tested by a small group of users atm, and as soon as we have more to share on this rolling out wider I'll give you another update here. Thanks again for helping us shape the future of Xero!
Pieter Rademan
supported this idea
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It would be helpful to group items on the home page into sections that can be opened and closed.
For example:
All bank accounts under Banking
Finance leases (connected as bank accounts) under Finance Leases
Credit cards under Credit Cards, and
Other/(s)
This would allow users to collapse sections they don’t need and quickly see only what matters to them, making the home page cleaner and easier to use.