Settings and activity
4 results found
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68 votes
Appreciate hearing your feedback on this here, Tania. I can assure you our teams did a lot of testing with all aspects of the homepage prior to it's rollout however we totally understand there are different views of what information would be most valuable, where. This is exactly the type of thing we're keen to hear and understand the appetite of through product ideas.
Just to confirm for everyone coming across this idea - While slightly changed in terms of placement it's possible to view Drafts for Invoices and Bills in their related Invoices owed to you, or Bills to pay widgets.
This is now found beneath the graph where you can click the 'x' drafts text to go straight to the list of draft invoices (or bills) - see image
We don't have any immediate plans for changing the placement of the Drafts link within the Invoices owed to…
Shelle Kim
supported this idea
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127 votes
Hi there!
Thanks for sharing such detailed feedback on the bank balance charts.
I’ve categorized this as Gaining Support. While we don't roll back to previous versions of the homepage, I’ve refined your idea to focus on making the balance charts configurable (1, 3, 6, or 12 months).
This covers your need for historical data while allowing for future flexibility.
Since our forum works best with one idea per post, I've focused on the chart visibility first. I’d recommend raising the "balance projection" as a separate suggestion so it can be voted on individually!
Shelle Kim
supported this idea
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4 votes
Great to get your feedback on the Cash in and out widget from you here - Thanks for sharing.
We don't have any plans of this nature just atm, but will be keeping a close eye on the appetite of this here and I'll share if there are any updates.
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7 votes
Hi team, with Xero Analytics you'll be able to use the Cash flow manager to get useful predictions of your businesses financial overview, cash in and cash out.
Right now, we're in the process of also developing a widget that can surface some of this information to you directly from the homepage. I'll return to share once this is live. 🙂
Shelle Kim
supported this idea
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Yes! Lee-Anne, this is so true. It is a great idea for a widget, but needs to be customisable.
Also, I would love if we could edit the dates for this widget when editing dashboard: I would like to see more than just 6 months at a time, 12 months/FY to date etc would be ideal.