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  1. Homepage - Set up multiple views (Basic, Intermediate and Advanced)

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    53 comments  ·  New Homepage » Homepage  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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 'Customise' 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. 🙂

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    Michelle Taylor commented  · 

    What I think would be an improvement:
    1. Perhaps be able to combine certain widgets in a group so you can minimise them and expand by choice
    2. I want my tax widget back - or is it somewhere that I haven't been able to figure out yet?
    3. I wish there was a way to add shortcuts on the dashboard - for e.g. I quick button to General Journals, or a favourite report, etc.