Settings and activity
6 results found
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44 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!
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Stephanie Giovanni
supported this idea
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286 votes
Hi team, as you may have seen from our Designer Jen's message this idea is in discovery with the team now doing some testing on early concepts.
We'd love to have your input as part of this and if you'd like to take part we invite you to fill in this quick survey. 📝
While we may not be able to invite everyone into these sessions our team will be in touch over the next few weeks.
I'll be sure to share any further updates on tyhis with you all here. Thanks!
Stephanie Giovanni
supported this idea
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57 votesStephanie Giovanni
supported this idea
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171 votes
Hi everyone, we appreciate the input that you’ve all contributed to this idea, and understand the extra work coding a bank transaction to the wrong account can create.
To be upfront, this idea is currently Not in the pipeline. While we see the value this feature can bring, it's not something the product team is actively working on or planning in the near future.
In the meantime, the current workflow using the Remove & Redo feature allows you to delete the transaction from the incorrect bank account and re-enter it in the correct one.
We know this isn’t ideal, but it’s the most reliable option for now.
We’ll continue to monitor votes on this idea. Your support helps us better understand where improvements are most needed.
An error occurred while saving the comment Stephanie Giovanni
commented
This has been in the ideas bank for 3 years! It's critical to be able to change the bank account for unreconciled transactions. It's such a time waster if a receipt is submitted as paid from the wrong credit card or account! The only fix ATM is to delete the transaction and re-enter it!
Stephanie Giovanni
supported this idea
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66 votes
Hi everyone, thanks for sharing how important accessing emergency contact information is for your team's wellbeing. We understand your desire to include emergency contact details in payroll reports.
This isn't something on our current roadmap, however our product team has reviewed this and moved it to Accepted status for future consideration.
In the meantime, some members mentioned valid workarounds such as reviewing the details directly in the employee record or creating an emergency contacts list outside of Xero.
We'll continue monitoring community interest as we plan future updates to Payroll reports.
Stephanie Giovanni
supported this idea
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Navigation - Freeze bar at the top of the page to save scrolling
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246 votesHi team, we appreciate all the feedback this idea has received over time. With our reimagined navigation this is something our product teams considered closely, however there is a bit of work involved to achieve what's being asked and we want to be open it's not in the roadmap right now. However, we're keeping a pulse on the feedback here and will be sure to share if there's any progress. Thanks
An error occurred while saving the comment Stephanie Giovanni
commented
This seems like such a basic thing and, as an interface idea, development of this idea should not affect any database functionality. Thank you @Kelly Munro for giving some idea on how to work around it, but it really should be implemented in the software interface. Thank you
Stephanie Giovanni
supported this idea
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The idea of a collapsable view is critical to us. For example, all of my credit card accounts are on the home screen and so I see 20 widgets for all of my accounts together - which is a lot!
Generally we would reconcile the credit cards weekly (for example) and so don't need to have them there all the time. If we could group them into a "Credit Cards" folder or group, then we could click on that group and then see all the credit cards when we need to, rather than all the time.