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  1. 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.

    Mathew Hanslow supported this idea  · 

  2. 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.

    Mathew Hanslow supported this idea  · 
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    Mathew Hanslow commented  · 

    Can you restore the "Month to Date" or "Current Month" for the Profit / Loss widget. It is available on the mobile app and was on the old layout. Currently we only have the "previous month" as an option for month.

    Having the month available helps keep sales team up to date with targets without having to go through the extra steps of generating the report via the menu.