Settings and activity
2 results found
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793 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.
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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.