Settings and activity
2 results found
-
14 votes
Sandy Lee
supported this idea
·
An error occurred while saving the comment -
488 votes
Hi community, we'd like to share an update as we've released new size options for a few more widgets. In addition to the Chart of accounts watchlist and Cash in and out you now have the option to Resize the following widgets;
- Tasks
- Net profit or loss
- Bills to pay
- Invoices owed to you
Along with this release, once the Homepage is saved and when the Small option is selected for either Bills to pay, or Invoices owed to you widgets, there'll be the option to toggle the chart on or off from the Homepage.
We'll be extending Resize out to more widgets soon, so I'll continue to keep you updated here.
An error occurred while saving the comment 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)
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