Settings and activity
4 results found
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4 votes
Hi everyone, I can see how having a watchlist for key customers or suppliers would be really useful. Whether it’s keeping an eye on a major account’s balance or making sure a supplier hasn’t overbilled you, having those names front and center would save a lot of manual searching.
Right now, important accounts can sometimes slip through the cracks, since you have to remember to check on them individually. A dedicated watchlist would mean Xero could flag the status of these contacts the moment you log in, helping you stay on top of your business relationships.
For now, you can use the Account Watchlist to track overall categories, and for individual contacts, you can bookmark their Activity page in your browser. This lets you jump directly to their transactions and balances with a single click, saving time navigating through multiple screens.
I’ve updated this idea to Gaining Support so our…
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Chris Third
supported this idea
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114 votes
Good to hear the value you'd see in having more visibility of GST from your homepage. Thanks for sharing with us here.
Our product teams are paying close attention to the feedback we're receiving through this forum, and I'll let you know if there are any updates surrounding this, here.
Chris Third
supported this idea
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4 votes
Hi everyone, thanks for sharing this idea. Being able to have multiple versions of a widget would make it much easier to compare different data points at a glance—like this month’s sales versus the same period last year—without constantly adjusting filters or date ranges.
I’ve moved this to Gaining Support so we can monitor interest and show our product teams how having extra widget flexibility could help you see key comparisons more efficiently and get a clearer view of your business at a glance.
Chris Third
supported this idea
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167 votes
Hi everyone, thanks for continuing to share your feedback and examples on this idea.
While our team have done some early exploration of bundling tracked inventory and can see the value this could bring to businesses that sell products made up of multiple items, there’s complexity involved in shaping the right solution.
We want to be upfront that this work isn’t on the roadmap at this stage, it’s something we’re continuing to assess longer term.
We’ll make sure to update here if there is any news to share.
An error occurred while saving the comment Chris Third
commented
I have responded to the questionnaire, I will use this straight away if offered.
Chris Third
supported this idea
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Be able to have invoices owed to you but using a client list to see your top 10 clients who owe, and how much is overdue.
I'd love to be able to send statements direct from there too.