Settings and activity
4 results found
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486 votes
Hi everyone, we know being able to have more control over widgets on your Homepage will improve our users experience and want to share a quick progress update on where things are at:
Currently the Cash In & Out and Chart of Accounts Watchlist widgets have toggle options for smaller and larger size options.
Right now, our product team is actively working on expanding and improving size optionality (rather than just the ‘larger’ ‘smaller’ selections) to more widgets - This will include the Invoices Owed to You, Bills to Pay, Chart of Account, Cash in and Out and Recent Invoice payments widgets. The approach we’re taking will give you additional size selections for these widgets, and more customisation of what’s shown within the widgets.
Understanding from feedback, that our customers are looking for even more flexibility beyond these size options, our team is continuing to explore further enhancements that'll be…
Abbey Wakeling
supported this idea
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403 votes
Hi everyone, we appreciate the attention this idea has been getting. It's really good to hear how we can continue to improve the Homepage for our differing customers needs. We understand not all the widgets maybe useful to every user, and the 'Edit homepage' button will let you add or remove widgets to reduce what you see on the Homepage.
Taking on board feedback we're looking at the sizing of widgets and you'll find the 'Chart of Accounts' and 'Cash in and out' widgets are now smaller by default with an option to 'Make larger' - You can follow further updates for this on the idea here.
We have plans to dig deeper into possible 'view' options (like the different levels of views being asked here) in the new year and I'll share further updates here when this gets picked up. 🙂
Abbey Wakeling
supported this idea
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788 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…
Abbey Wakeling
supported this idea
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199 votes
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Abbey Wakeling
supported this idea
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So many clients prefer cash coding over the reconciliation screen too. Especially given it was part of the GST cashbook, it also minimises errors that can be easily made by just clicking okay on the reconcile screen.