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  1. 786 votes

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    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…

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    Heather Weltman commented  · 

    This is nonsense, back in Nov you saying you are taking feedback onboard, yet 100s of complaints later and you have not wound back the shocking dashboard, that nobody asked you to change.

    Heather Weltman supported this idea  · 
  2. 486 votes

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    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…

    Heather Weltman supported this idea  · 
  3. 403 votes

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    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. 🙂

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    Heather Weltman commented  · 

    For a basic business, the old dashboard was perfect. The new dashboard is not only overcrowded with the number of widgets, but even the widgets that essentially do the same thing, are not easy to identify. Users should be allowed to select what they want to see and what they don't want to see. For users who want more indepth graphs etc, there should be a button that takes them to another dashboard where they can see analysis etc. For those who want task, it is a great idea, but it should be a button that takes them to that area. In my opinion, the old dashboard design worked i.e. layout, font, spacing etc provided great essentials. The new dashboard is not userfriendly, over crowded and a nightmare on a laptop. It is great you have expanded useability by offering quick analysis/depth etc via the new widgets, but in my opinion, one should 'get to them' via a button along the top, bottom or side taking the user to a different dashboard where the user can select/hide/resize the various new widgets.