Settings and activity
7 results found
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486 votes
Hi everyone, we know being able to have more control over widgets on your Homepage will improve our users experience and want to share a quick progress update on where things are at:
Currently the Cash In & Out and Chart of Accounts Watchlist widgets have toggle options for smaller and larger size options.
Right now, our product team is actively working on expanding and improving size optionality (rather than just the ‘larger’ ‘smaller’ selections) to more widgets - This will include the Invoices Owed to You, Bills to Pay, Chart of Account, Cash in and Out and Recent Invoice payments widgets. The approach we’re taking will give you additional size selections for these widgets, and more customisation of what’s shown within the widgets.
Understanding from feedback, that our customers are looking for even more flexibility beyond these size options, our team is continuing to explore further enhancements that'll be…
Sue Rogers
supported this idea
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787 votes
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…
Sue Rogers
supported this idea
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9 votesSue Rogers
supported this idea
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47 votes
An error occurred while saving the comment Sue Rogers
supported this idea
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142 votes
Hi team, thank you for showing your support in this idea. While this has been reviewed and looked into at present the work we are developing will not extend to start and end timesheets.
This is something we'll continue to consider closely as the team keep planning their roadmaps and we'll make sure to share if there are updates surrounding this, here.
An error occurred while saving the comment Sue Rogers
commented
To not have the option to choose different pay items in the start-end time timesheet format is a complete failure. This should be mandatory!! Please fix this ASAP!
Sue Rogers
supported this idea
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Bank Reconciliation - Ability to make bank rec turn green even when there's something in discuss tab
20 votesSue Rogers
supported this idea
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7 votes
Hi community, it’s been a while since our last update. Just wanted to share a quick status change and keep everyone in the loop.
We’ve updated the idea on bank reconciliation workflows to Gaining support, so it’s easier for the community and the product team to track interest. The idea will stay open for votes and comments, so adding any extra context about your workflow and inviting others to share their experiences can help build a clearer picture of the need.
We’ll let you know if anything changes as the idea progresses.
An error occurred while saving the comment Sue Rogers
commented
Discuss Tab - I use this a lot with clients, but it would be great if bills then received and entered over-rode the discuss tab and Xero automatically matched the bill to the payment instead of manually having to go through each transaction, and click Find & Match to find the payment.... very time consuming.
Sue Rogers
supported this idea
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Agree! This is so needed. Its a very time consuming manual task when you have a load of clients.
Yes and also notification for us when clients have authorised a BAS to be lodged. I will be staying with Gov Reports until Xero can offer this as these are non-negotiable features for my business.