Settings and activity
4 results found
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24 votes
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…
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169 votes
Thanks for spending time to review the new homepage! It's great to hear what information is most valuable for you to get an overview of your organisation.
While we don't have immediate plans for developing this specific idea atm, we're keeping a close eye on all feedback being shared in this forum for our product teams to consider as they keep enhancing this experience.
I'll share if there are any updates.
Bridget Evans
supported this idea
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An error occurred while saving the comment -
579 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.
Bridget Evans
supported this idea
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20 votes
Hi everyone, thanks for all your votes and comments on this idea. Just a quick update to let you know that this request is still open for voting and comments from the community.
We're keeping an eye on the demand for this idea here, and will be sure to post another update if changes are made in this area.
Bridget Evans
supported this idea
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I would like the ability to toggle btw CASH and ACCRUAL on the Chart of Accounts Watchlist widget.
Currently, it is set to the same reporting basis for BAS being CASH.
My clients would like the Sales figures for 'Budget' 'This Month' and 'YTD' to be in the accrual basis.
It is more relevant to them to see what is outstanding rather then what they have received in to the bank account for the month.