Settings and activity
7 results found
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10 votes
Hi Regan, we can see how having a net cash movement line would be a real time-saver. While the bars for money coming in and going out give a good sense of activity, having that “bottom line” plotted as a trend would make it much easier to see your actual cash flow health at a glance.
At the moment, the Cash In and Out widget already shows cash in, cash out, and the difference, where a cash in net shows as a positive difference and vice versa. For a more detailed view, head to Short-term Cash Flow under the Reporting menu to explore trends and movements beyond the main dashboard.
I’ve moved this idea to Gaining Support so we can see how many in the community would find a net cash line useful. If this is something that would make your day-to-day easier, add your vote or share your experience—hearing…
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Lisa Turnbull Turnbull
supported this idea
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An error occurred while saving the comment Lisa Turnbull Turnbull
commented
A feature or tool like this would be so helpful!
Alternative visualisations ideas, such as a side-by-side or overlaid graph line, so you can project cash flow forecasting forwards. -
2 votes
Appreciate users may read this message differently, Nicola. We're listening to feedback about the new Homepage closely so we'll begin to get a gauge of others that find this confusing here.
Lisa Turnbull Turnbull
supported this idea
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18 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…
Lisa Turnbull Turnbull
supported this idea
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3 votes
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Lisa Turnbull Turnbull
supported this idea
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3 votes
Thanks for sharing this idea and how the new homepage impacts your workflow.
Right now, you can:
- Use Customise homepage to add or remove whole widgets (including Bank accounts and Chart of accounts watchlist), and
- Choose which bank accounts appear in the Bank accounts widget, and which GL accounts appear in the Chart of accounts watchlist via Select/Edit accounts.
There isn’t a broader option to hide individual GL accounts across the homepage, and this isn’t on our current roadmap, so we’re moving this idea to Gaining support so others can vote and add their use cases.
While we can’t commit to a change here right now, your feedback is logged and will be considered as we continue to iterate on the new homepage experience.
Lisa Turnbull Turnbull
supported this idea
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122 votes
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!
Lisa Turnbull Turnbull
supported this idea
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1 vote
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Lisa Turnbull Turnbull
shared this idea
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The previous Xero Homepage version had a version of this on the homepage, for each bank account, plotting the cash/bank balance position, showing tracking over time.
The equivalent bank account widgets just have balances in numbers, deleting the graph.
The new widgets & visual side-by-side bar graphs of 'cash in, cash out' or the Short-term Cash flow report, with the over/under bars are not as helpful for a clear overall picture.
Side-by side bars or stacked over/under bars still require an amount of mental gymnastics (or actual calculation or data extract) to arrive at an overall +/- position.