Settings and activity
5 results found
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17 votes
✨ Thanks so much for sharing your feedback on being able to blur or conceal sensitive bank information on the new Xero homepage.
Our community team have reviewed this idea and it’s now in Gaining support, which means it’s open for votes and comments from other customers who’d also benefit from more privacy controls on the homepage. ✨
While we’re still exploring additional options but there are a couple of protections already in place today:
- ✨ Access to banking information on the homepage is controlled by user roles and permissions, so only users with the right level of access can see sensitive banking data. This is the Invoice Only permissions.
- ✨ You can customise the homepage to show or hide bank accounts, so you’re not surfacing accounts you don’t want on your dashboard.
We’ll keep monitoring the interest and the use cases shared here as we look at how to…
Simon HOLMES
supported this idea
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170 votes
Hi everyone, we appreciate and want to thank everyone for feedback on the responsiveness of the new Homepage. This has been shared back with our product teams as they continue to develop this experience.
At this stage, there are no plans to fix the number of columns when using the Homepage. However, our team will continue to monitor usage on this closely.
One recent change we’ve introduced is that the Homepage layout can be saved at each screen size.
For example, if you set up and save the Homepage layout for your laptop and then move to a larger monitor you’ll see this adapt. However, if you ‘edit’ the Homepage and save the layout separately from your monitor Xero will remember the layout for each screen size. You should only need to do this once for each screen you use.
We’re looking at enhancing the edit layout experience soon to…
An error occurred while saving the comment Simon HOLMES
supported this idea
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454 votes
Hi everyone, we thoroughly appreciate the feedback we've been receiving about the sizing of widgets and desire for more flexibility with these.
Our product teams are currently working on updates to allow resizing of more of the widgets on the Homepage.
There are considerations that weigh into what's possible' like what information sits within each widget.
The resizing will work in the same way as what has been provided with the Cash in and out, and Chart of accounts watch list widget.
I'll be sure to keep you updated here as new widget sizes are rolled out. Thanks
Simon HOLMES
supported this idea
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An error occurred while saving the comment Simon HOLMES
commented
I want to see all the boxes on the home page and some of them are too big. Can you add some resizing tools to shrink down the cash in and out, invoices owed, bills to pay boxes to the smaller size so I can see them all at a glance please?
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394 votes
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 'Customise' 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. 🙂
Simon HOLMES
supported this idea
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742 votes
Hi community, thank you for all the engagement and we can see the growing interest in improvements to help simplify your view of information on the new Homepage and navigate important information and insights with more ease.
Right now, our team have a few pieces of work underway intended to help with some of the pain points that have been raised here these include:
- More options for the sizing of widgets so you can reduce these frames and better position this information on your screen
- More customisation of information within a widget like being able to remove visuals
- Improving the experience of moving widgets when editing the homepage to make it more obvious when dragging and dropping them to different positions on the page
We’ve also roadmapped further changes for later this year, once everyone is on the new experience. I’ll share more updates as we progress.
Simon HOLMES
supported this idea
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I logged on today using my laptop and discovered the home page displays differently on different devices - rather confusing to say the least. Could you fix this so it stays the same on all devices used please?