Settings and activity
2 results found
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786 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…
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Ebrahim Nassimi
supported this idea
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25 votes
Hi there,
Thanks for sharing this idea!
I can see how frustrating it is to have to jump back and forth into your Advanced Settings just to get the view you need on your dashboard.
The Account Watchlist is meant to give you a quick "at-a-glance" look at your numbers, and having to change your global reporting basis to make it useful definitely adds extra steps to your day.
I’ve assessed this and moved it to Gaining Support. This will allow our product team to see how many other users are running their operations on a different basis than their compliance reporting.
I’ve also updated your title to: Dashboard - Independent accounting basis toggle for Account Watchlist to make it easier for others to find and vote on.
In the meantime, while the dashboard widget is tied to your global settings, you can save a custom version of the…
An error occurred while saving the comment Ebrahim Nassimi
commented
Hello, this issue is still persisting 2 years after this was raised. Can you please look into it. I've made sure the reporting preference is set to Cash basis and we mostly deal with transactions on that basis itself so if the Watchlist is displayed on Accruals basis it renders that feature useless to us.
I'm a bit concerned wth the fact that no one from the XERO support team has responded to this thread.
Ebrahim Nassimi
supported this idea
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One of the first things I do not like about the new style is that I cant see the full name of the bank accounts, I've renamed them to make it easier for me to navigate to each of the respective accounts and with the new style the name is cut short.
Additionally, I'm not too keen on how it looks vs the old style format.