Settings and activity
4 results found
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487 votes
Hi community, we'd like to share an update as we've released new size options for a few more widgets. In addition to the Chart of accounts watchlist and Cash in and out you now have the option to Resize the following widgets;
- Tasks
- Net profit or loss
- Bills to pay
- Invoices owed to you
Along with this release, once the Homepage is saved and when the Small option is selected for either Bills to pay, or Invoices owed to you widgets, there'll be the option to toggle the chart on or off from the Homepage.
We'll be extending Resize out to more widgets soon, so I'll continue to keep you updated here.
Shiran De Soysa
supported this idea
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790 votes
Hi everyone, thanks for your continued feedback and we appreciate you sharing your sentiment here. We’re continuing to evolve the Homepage experience to better meet more of our customers’ needs, and your input is a big part of shaping those improvements.
One of the strongest themes in the feedback has been widget sizing. We’ve now released resize options for the Tasks, Invoices owed to you, Bills to pay, and Net profit and loss widgets, in addition to the Chart of accounts watchlist and Cash in and out widgets.
For the small size Invoices owed to you and Bills to pay widgets, once you’ve saved your Homepage, you’ll also see an option to toggle the chart on or off if you’d prefer to focus just on the figures.
There’s more updates in the works, and I’ll keep sharing further updates with you here.
Shiran De Soysa
supported this idea
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17 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
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Shiran De Soysa
supported this idea
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345 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.
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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.