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  1. Reports - Group account transactions by month

    14 votes

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    submitted  ·  5 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Sandy Lee supported this idea  · 
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    Sandy Lee commented  · 

    Yes please add grouping by month / year. This will save hours or work downloading and seeing this data in a spreadsheet.

    Also, does anyone know ofa good third party tool that can pull the transactions report directly into a spreadhsheet via API? I have tried this many times and can't quite get the same report as you get in Xero itself

  2. Homepage - Resize Widgets

    486 votes

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    84 comments  ·  New Homepage » Homepage  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we know being able to have more control over widgets on your Homepage will improve our users experience and want to share a quick progress update on where things are at:

    Currently the Cash In & Out and Chart of Accounts Watchlist widgets have toggle options for smaller and larger size options.

    Right now, our product team is actively working on expanding and improving size optionality (rather than just the ‘larger’ ‘smaller’ selections) to more widgets - This will include the Invoices Owed to You, Bills to Pay, Chart of Account, Cash in and Out and Recent Invoice payments widgets. The approach we’re taking will give you additional size selections for these widgets, and more customisation of what’s shown within the widgets.

    Understanding from feedback, that our customers are looking for even more flexibility beyond these size options, our team is continuing to explore further enhancements that'll be…

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    Sandy Lee commented  · 

    To be honest, I love the new layout. In fact, I'd like to see the ability to make the widgets even smaller so I can get more onto a page, in particular the bank account tiles - I still think there is too much white space. We have lots of bank and card accounts and being able to see them all in one screen view is great, I can't tell you how many hours i've spent scrolling up and down finding accounts. Also, another feature I have seen on other systems is to have a toggle to show/hide certain balances. This could be a sub menu off the dashboard page where you can assign which tile balance will be hidden when you toggle the view/hide button. Also you should be able to set default position as show or hide, so whenever you go to dashboard, it is defaulted to hide mode (meaning all your tiles are there but balances are hidden on those tiles you have chosen to hide)