Settings and activity
5 results found
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18 votes
Hi there, thanks for the suggestion!
You're right that the current 'Total Cash In and Out' widget is fixed to a 6-month view.
While you can see longer periods by running a Cash Summary report, I understand that having that 12 or 18-month trend visible immediately on your dashboard would be much more powerful for spotting seasonal patterns.
I’ve classified this as 'Gaining Support' to see how many others would like more flexibility with this widget's timeframe
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Jamie Testa
supported this idea
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54 votes
Appreciate the extra details shared by everyone here.
We'll continue to get a track of the interest in a specific widget for accessing reports from the Homepage and share if there are any developments planned around this.
Right now, just to highlight what is possible - You can favourite a report from the Reports centre including a custom report you've set up to make this accessible from the Reporting drop down menu in the navigation.
Jamie Testa
supported this idea
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4 votes
Appreciate you sharing the need in this split of the cash in and out widget here. We're tracking the ideas we receive on the homepage closely and I'll be sure to share if there are any updates planned for this, here.
Jamie Testa
supported this idea
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7 votes
Hi team, with Xero Analytics you'll be able to use the Cash flow manager to get useful predictions of your businesses financial overview, cash in and cash out.
Right now, we're in the process of also developing a widget that can surface some of this information to you directly from the homepage. I'll return to share once this is live. 🙂
Jamie Testa
supported this idea
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50 votes
Hi team, it's great to hear the use you find in this widget on the app. With the new homepage experience our product teams are listening closely to feedback and I've made sure to pass this on. We'll let you know if there are any plans to add this on the web version, here.
Jamie Testa
supported this idea
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Agreed! Our cash in/out can be choppy, so being able to change the time period displayed in the widget is crucial! Most helpful if whatever option I select could be made the default homepage view.