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3 votes
Appreciate you sharing feedback, Erzsebet. However we do ask that each post be contained to a single idea in a feature to help;
- other members know what they're voting for
- product teams get a sense of the interest for a particular change
- us provide updates on any progress for a change
Being upfront, the new homepage will replace the Dashboard experience over the coming weeks, and we cannot maintain both experiences long term.
To help with some of the notes you've raised on your needs;
- You can view draft invoices/bills from the Invoices owed to you/Bills to pay widgets - This now sits beneath the graph
- # of items to reconcile should be visible from each Bank account widget, as well as within the Tasks widget
- Net profit or loss widget will provide a quick gauge of the clients FY
I'll update the title of your idea here for the…
Erzsebet Kovacs
shared this idea
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788 votes
Hi team, we have some updates to share. Before we dive into the details, we want to be clear that while we’re committed to monitoring, learning, and refining the Homepage, we don’t intend to return to the previous Dashboard style or its column-based widget layout.
A few months back, we rolled out several enhancements to the "Edit homepage" capability to give you better control over your layout, including:
- Widgets that remain stationary until they are dropped into a new placement
- A "shadow" preview showing exactly where a widget will be placed during drag-and-drop
- Refined animations for a much smoother visual experience
- Improved on-page guidance regarding how to save multiple layouts across different screen sizes
In addition to the existing size options for Chart of Accounts and Cash In and Out, our team is currently building smaller widget sizes for Invoices Owed to You, Bills to Pay, Chart of Account, Cash…
An error occurred while saving the comment An error occurred while saving the comment Erzsebet Kovacs
commented
The homepage feels overcrowded. It would be great if there were an option to switch back to the currently used homepage and keep that available. This new version doesn’t help my work at all.
Erzsebet Kovacs
supported this idea
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I’d like to comment on the “Customise” suggestion from the perspective of an accounting practice.
We log into many client accounts every day — sometimes up to 50 organisations. In this workflow, it is simply not realistic to customise the homepage for each client. What may work for a single business owner does not work for firms managing multiple entities.
Efficiency is critical for us. Any extra steps, clicks, or visual changes multiplied across dozens of clients directly impact productivity.
Please consider keeping the option to continue using the current dashboard. For many accounting firms, it works well and supports a fast, consistent workflow.
This is not just a preference issue — it affects daily operations.