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  1. Homepage – Show Chart of Accounts Quarterly Budget on the Widget

    2 votes

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    0 comments  ·  New Homepage » Homepage  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi there, thanks for sharing this! it’s clear that having a quarterly budget figure on the Chart of Accounts watchlist widget would make managing your finances even easier. We can see how having that data live on the dashboard would give you a quick, clear snapshot for proactive planning without needing to switch to the full Budget Manager report.

    I’ve moved this to Gaining Support so we can track interest and show our product teams how much this extra flexibility could help you stay on top of your long-term goals.

    iWeigh Accounts shared 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.

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    iWeigh Accounts commented  · 

    I agree. Having a dashboard i see every day, it doesn't make sense to continually see last *** (month, qtr etc) as its not changing. I only need to see those figures once.
    seeing this qtr and month would make much more sense on a dashboard as they are changing on a daily basis