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  1. Homepage - Allow custom or extended timeframes (12+ months) for Cash In and Out widget

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    9 comments  ·  Users & setup » Homepage  ·  Admin →
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    Gaining Support  ·  AdminRidhwaan Uddin (Admin, Xero) responded

    Hi there, thanks for the suggestion!


    You're right that the current 'Total Cash In and Out' widget is fixed to a 6-month view.


    While you can see longer periods by running a Cash Summary report, I understand that having that 12 or 18-month trend visible immediately on your dashboard would be much more powerful for spotting seasonal patterns.


    I’ve classified this as 'Gaining Support' to see how many others would like more flexibility with this widget's timeframe

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    Rob Owen commented  · 

    Currently this only shows over a 12 month period when in all cases I'd like to see how well each customer or supplier has performed against the same month last year.

    At worst could this not simply be a 15 month graph (as if it were 13 then the previous month/previous year would drop of when everything was in by the beginning of the following month?

    - at best could you select filters to compare even the past 3 years by month etc...

    Rob Owen supported this idea  ·