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1. Homepage - Independent accounting basis toggle for Account Watchlist

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   1 comment  ·  New Homepage » Homepage  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminRidhwaan Uddin (Admin, Xero) responded

   Hi there,

   
   

   Thanks for sharing this idea!

   
   

   I can see how frustrating it is to have to jump back and forth into your Advanced Settings just to get the view you need on your dashboard.

   
   

   The Account Watchlist is meant to give you a quick "at-a-glance" look at your numbers, and having to change your global reporting basis to make it useful definitely adds extra steps to your day.

   
   

   I’ve assessed this and moved it to Gaining Support. This will allow our product team to see how many other users are running their operations on a different basis than their compliance reporting.

   
   

   I’ve also updated your title to: Dashboard - Independent accounting basis toggle for Account Watchlist to make it easier for others to find and vote on.

   
   

   In the meantime, while the dashboard widget is tied to your global settings, you can save a custom version of the "Account Summary" or "Profit and Loss" report set to Accrual basis. You can then "Favorite" these reports so they appear in your main Reporting menu for quick access without changing your global settings.

   Hi there,

   
   

   Thanks for sharing this idea!

   
   

   I can see how frustrating it is to have to jump back and forth into your Advanced Settings just to get the view you need on your dashboard.

   
   

   The Account Watchlist is meant to give you a quick "at-a-glance" look at your numbers, and having to change your global reporting basis to make it useful definitely adds extra steps to your day.

   
   

   I’ve assessed this and moved it to Gaining Support. This will allow our product team to see how many other users are running their operations on a different basis than their compliance reporting.

   
   

   I’ve also updated your title to: Dashboard - Independent accounting basis toggle for Account Watchlist to make it easier for others to find and vote on.

   
   

   In the meantime, while the dashboard widget is tied to your global settings, you can save a custom version of the… more

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   Tony Mezo commented  ·  30 January, 2026  ·  Edit…  ·  delete…

   This will be very usefull

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   Tony Mezo supported this idea  ·  30 January, 2026