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  1. 20 votes

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    Hi everyone, thanks again for sharing input on widget placement on the homepage.

    As mentioned in our last update, once you Edit Homepage and Save the layout this will be saved for that screen size. If you change screens a prompt is also surfaced to explain that you may want to reset and save your layout.

    While we don’t have plans to allow vertical stacking at this stage, we're improving the edit experience. This will make it easier to see how changing a widget's position shifts other items on your screen. I’ll let you know as soon as this is released.

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    Nicki Carter commented  · 

    Also, with Homepage can we have the option to move the summaries ie bills to pay, Tasks & invoices owed not be on the same line as banks?

    Nicki Carter supported this idea  · 
  2. 325 votes

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    Hi everyone, it's great to have the insights from your support and comments here. We understand how sending overdue statements would help in cashflows and reduce steps in following up on the most important payments from customers.

    We appreciate the needs you've shared and want you to know this is high on our teams radar. While it's not on the roadmap just yet, this is something we'd like to address and the team have done some initial discovery of.

    We'll be sure to share further updates on this with you all, here.

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    Nicki Carter commented  · 

    I agree with sending out statements, however not all overdue invoices are meant to show on statement for our entities, we need to be able to tick the relevant invoices to go on client's statement. We have many invoices awaiting payment, money will come in when property is settled. None of these invoices are sent to client.

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    Nicki Carter commented  · 

    When using item code which is coded to a specific income account in new sales invoicing it seems either default to 207 or 208 Codes.

    I have tried changing several times to 202 and saving, but everytime I go into invoice it comes up with either 207 or 208

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    Nicki Carter commented  · 

    I also need to be able to do this.

  3. 576 votes

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    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.

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    Nicki Carter commented  · 

    The new homepage, I agree with comments below, looks very cluttered and if clients do their own Xero file very confusing, I much prefer banks lined up under each other easier to reconcile looks much neater and more organised.

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  4. 27 votes

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    Nicki Carter supported this idea  · 
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    Nicki Carter commented  · 

    Creating invoices, when you type in the code, if you forget to choose that code it defaults to anything, in the old invoicing system once you typed in a code it came up with correct code under Account TAB

  5. 228 votes

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    Hi everyone, thanks for your feedback and votes on adding birthday notifications to Australian payroll - we understand how this could help with team celebrations and managing age-based award rate compliance.

    After reviewing with our product team, this feature isn't currently on our roadmap, and we'll update the status to 'Not in Pipeline'. Right now, setting up an external calendar could help you track these important dates.

    We appreciate you all taking the time to share your feedback with us, and will continue to watch the traction this idea receives through Votes. If there is any change, we will share an update here. 

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    Nicki Carter commented  · 

    Have a popup reminder when a junior employee turns a year older until 21 years of age

    Nicki Carter supported this idea  ·