Settings and activity
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1 vote
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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710 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.
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.