Settings and activity
4 results found
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31 votes
Hi team, we're pleased to share an update as we're currently developing a new homepage widget to help give you an overview of documents in files and help you take quick actions.
I'll come back to share once this is ready and begins to launch!
An error occurred while saving the comment -
320 votes
Hi team, we get how useful it'd be to add a task or reminder in Xero and see it again the next time you log in.
We've just released custom Tasks to the Homepage Tasks widget so you can capture work that Xero doesn’t create tasks for automatically.
Simply use the 'New Task' button in the Tasks widget, or the '+' icon in the widget once typed, to create a one-off task. You can then edit, mark it complete, delete it or view completed tasks.
At a glance you'll be able to get a view of the things you need to follow-up, and help you track progress within Xero. ✅
Any user in your organisation with Standard or Adviser access will be able to make use of this tool for their personal organisation.
We appreciate your inputs and helping us understand how tasks could be more meaningful for your workflows.
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Davie Mach
supported this idea
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407 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 Davie Mach
commented
Yeah, I think this is a great idea.
You can maybe toggle a switch on the corner of the screen for simplified view and detailed view
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337 votes
Hi everyone, thanks for sharing on your needs for a comprehensive client audit trail in XPM. We understand this feature is critical for accountability and data integrity, and we hear you on the pain points this is causing.
As you might've read and heard updates of our teams are currently working on a unified experience across practice tools with the Xero Partner Hub.
History of client changes aren't wrapped into the initial work, but this is something the team would like to look at longer term and for now we'll move the idea to Accepted. Once Xero Partner Hub is fully released we can consider and will share any updates around history with you all here
Davie Mach
supported this idea
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A widget or chatbox where you can leave comments for accountant or business owner?
Ability to strikeoff and clear the comments/tasks. Ability to add attachments like screenshots or even videos will be a great feature for this widget.
This widget can sit on dashboard.