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  1. New Homepage - Track Quotes

    163 votes

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    78 comments  ·  New Homepage » Homepage  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we very much appreciate the desire for a quick snapshot, and visibility of quotes at a glance from the Homepage. While we're continuing to iterate on this experience we want to be open that a dedicated quotes widget is not in the pipeline at present.

    An option for more oversight of quotes could be to use Cashflow manager in Xero Analytics. Though not a dedicated visualisation or widget Quotes contribute to this projection and you can get a view of the Quotes breakdown from the Manage cash in tab.

    We'll continue to keep this in mind as the team to continue to plan their roadmap, and I'll make sure to share if there are any updates to share around this with you here.

  2. Homepage | Invoices owed to you - list of outstanding

    5 votes

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    3 comments  ·  New Homepage » Homepage  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for he feedback here, team. Atm we don't have any plans for surfacing your outstanding invoices as a list within the widget, however we appreciate feedback we've received around the graph and our team are working on some sizing updates that would enable you to remove the graph on both the Invoices owed to you and Bills to pay widgets. You can stay updated on this work through the idea here.

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    Ben Morley-McKay commented  · 

    I like the new homepage, but it appears really odd to me that there are not 2 additional widgets available; 1/ Invoices Owed to You - viewed as a list similar to invoices paid, 2/ Quotes - again viewed as a list. From a chasing "who owes you money" and "chasing sales" these two widgets would be really useful to me in the dashboard, as these are the things I focus on the most. Knowing someone has paid is not as important as who hasn't paid.... Similar for quotes outstanding

    Ben Morley-McKay supported this idea  ·