Settings and activity
3 results found
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17 votes
✨ Thanks so much for sharing your feedback on being able to blur or conceal sensitive bank information on the new Xero homepage.
Our community team have reviewed this idea and it’s now in Gaining support, which means it’s open for votes and comments from other customers who’d also benefit from more privacy controls on the homepage. ✨
While we’re still exploring additional options but there are a couple of protections already in place today:
- ✨ Access to banking information on the homepage is controlled by user roles and permissions, so only users with the right level of access can see sensitive banking data. This is the Invoice Only permissions.
- ✨ You can customise the homepage to show or hide bank accounts, so you’re not surfacing accounts you don’t want on your dashboard.
We’ll keep monitoring the interest and the use cases shared here as we look at how to…
Sarah Feist
supported this idea
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452 votes
Hi everyone, we thoroughly appreciate the feedback we've been receiving about the sizing of widgets and desire for more flexibility with these.
Our product teams are currently working on updates to allow resizing of more of the widgets on the Homepage.
There are considerations that weigh into what's possible' like what information sits within each widget.
The resizing will work in the same way as what has been provided with the Cash in and out, and Chart of accounts watch list widget.
I'll be sure to keep you updated here as new widget sizes are rolled out. Thanks
Sarah Feist
supported this idea
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739 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.
Sarah Feist
supported this idea
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Quite happy with the new format however as a landing page it is not such a good idea to have the figures of the bank accounts etc so bold - please reduce the size of these figures !!!