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  1. 788 votes

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    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…

    Lauren Parsons supported this idea  · 
  2. 486 votes

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    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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    Lauren Parsons commented  · 

    Please revert to the old layout. This new layout / screen is overwhelming and just too much in general. The old layout was easy to read at a glance and the appearance (lines around boxes etc) was much easier on the eye.
    Absolutely hate this new version

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    Lauren Parsons commented  · 

    Please revert to the old layout. This new layout / screen is overwhelming and just too much in general. The old layout was easy to read at a glance and the appearance (lines around boxes etc) was much easier on the eye.
    Absolutely hate this new version

    Lauren Parsons supported this idea  · 
  3. 73 votes

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    Thanks for your feedback about this.

    The community can now get behind and support this idea.

    Along with votes, other members can now comment to share their thoughts.

    Lauren Parsons supported this idea  · 
  4. 70 votes

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    Hi everyone, thanks again for sharing input on widget placement on the homepage.

    As mentioned in our last update, once you Edit Homepage and Save the layout this will be saved for that screen size. If you change screens a prompt is also surfaced to explain that you may want to reset and save your layout.

    While we don’t have plans to allow vertical stacking at this stage, we're improving the edit experience. This will make it easier to see how changing a widget's position shifts other items on your screen. I’ll let you know as soon as this is released.

    Lauren Parsons supported this idea  · 
  5. 134 votes

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    Hi there!


    Thanks for sharing such detailed feedback on the bank balance charts.


    I’ve categorized this as Gaining Support. While we don't roll back to previous versions of the homepage, I’ve refined your idea to focus on making the balance charts configurable (1, 3, 6, or 12 months).


    This covers your need for historical data while allowing for future flexibility.


    Since our forum works best with one idea per post, I've focused on the chart visibility first. I’d recommend raising the "balance projection" as a separate suggestion so it can be voted on individually!

    Lauren Parsons supported this idea  ·