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  1. Homepage | Profit & Loss - Common date selections (like report)

    38 votes

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    13 comments  ·  New Homepage » Homepage  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thank you for continuing to add your interest for this idea, and sharing what dat formats would be most useful to you. We've been listening closely to feedback we've received and right now this is one of the improvements our product team are working on. 🙂

    We'll be adding a few more date options to the profit & loss widget including; this Month, this Quarter, and this Financial Year. I'll round back to confirm once these are live.

    Anthony Mills supported this idea  · 
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    Anthony Mills commented  · 

    Agree. Just match the selections offered in the app for a start. Current financial year (not year to date) as a start.

  2. Dashboard - Add 'Financial Year' option to the Profit and Loss widget

    7 votes

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    0 comments  ·  New Homepage » Homepage  ·  Admin →
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    Gaining Support  ·  AdminRidhwaan Uddin (Admin, Xero) responded

    Hi there,


    Thanks for your feedback! It makes complete sense that you’d want the same visibility on your desktop as you have on your mobile app, especially when you're trying to track your financial position for the full year.


    I’ve classified this as Gaining Support. While you can see this data by clicking through to your full Profit and Loss report, I agree that having a "Financial Year" toggle directly on the Dashboard widget would be a great efficiency win.


    I've updated the title of your idea to "Dashboard - Add 'Financial Year' option to the Profit and Loss widget" to help other users find and vote for it.

    Anthony Mills shared this idea  ·