Settings and activity
4 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…
Shiran De Soysa
supported this idea
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788 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…
Shiran De Soysa
supported this idea
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16 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you, Joe.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
We''ll keep an eye on the traction this idea gets in the community. Thanks
An error occurred while saving the comment Shiran De Soysa
supported this idea
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340 votes
Hi community, your ongoing interest in giving users the ability to reconcile without viewing account balances is welcomed.
We understand why this level of bank permission control matters. As recently mentioned in my updates on this idea, while we do have current work for user roles underway there is more complexities to developing permissions within the banking space and this isn't on the immediate roadmap.
As we continue our journey to evolving roles within Xero we'll be sure to share any progress for permissions in bank accounts with you all, here.
An error occurred while saving the comment Shiran De Soysa
commented
I would be happy if they could see all the transactions, just for the balances to be XXXX.XX out for anyone that I set it to.
Shiran De Soysa
supported this idea
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Why would you change from Draft invoices being the main item on a widget on the old homepage to now being a line underneath a bunch of data that used to be a footnote on the old homepage.