Settings and activity
4 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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Rodolfo Larsen
supported this idea
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1 vote
Hi everyone, thanks for sharing this suggestion! We can see how having the "Items to Reconcile" alerts visible while scrolling would make daily bookkeeping faster and more seamless. It’s all about helping you stay on top of your work without extra clicks or screen-jumping.
For now, you can use the 'Bank Accounts' widget or the Tasks widget to see if there's any items to be reconciled, but we know a persistent global bar would make this even easier.
I’ve moved this idea to Gaining Support to get more perspective from the community, so we can show our product teams the value this would bring.
Rodolfo Larsen
shared this idea
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82 votes
Appreciate the interest this idea is receiving about the new homepage experience. Thanks for your input!
It would be good to clarify here - when you say you'd like to search Unreconciled transactions, would you be wanting to do this across all banks at once, or within each bank widget?
We don't have any plans around this right now, but are continuing to track the interest here.
Rodolfo Larsen
supported this idea
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488 votes
Hi community, we'd like to share an update as we've released new size options for a few more widgets. In addition to the Chart of accounts watchlist and Cash in and out you now have the option to Resize the following widgets;
- Tasks
- Net profit or loss
- Bills to pay
- Invoices owed to you
Along with this release, once the Homepage is saved and when the Small option is selected for either Bills to pay, or Invoices owed to you widgets, there'll be the option to toggle the chart on or off from the Homepage.
We'll be extending Resize out to more widgets soon, so I'll continue to keep you updated here.
Rodolfo Larsen
supported this idea
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The main problem with the new layout is that it is difficult to use on small screens. XERO developers should be forced to use small screens to understand the problem they created.