Settings and activity
2 results found
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713 votes
Hi community, thank you for all the engagement and we can see the growing interest in improvements to help simplify your view of information on the new Homepage and navigate important information and insights with more ease.
Right now, our team have a few pieces of work underway intended to help with some of the pain points that have been raised here these include:
- More options for the sizing of widgets so you can reduce these frames and better position this information on your screen
- More customisation of information within a widget like being able to remove visuals
- Improving the experience of moving widgets when editing the homepage to make it more obvious when dragging and dropping them to different positions on the page
We’ve also roadmapped further changes for later this year, once everyone is on the new experience. I’ll share more updates as we progress.
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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.