Settings and activity
8 results found
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7 votes
Hi team, with Xero Analytics you'll be able to use the Cash flow manager to get useful predictions of your businesses financial overview, cash in and cash out.
Right now, we're in the process of also developing a widget that can surface some of this information to you directly from the homepage. I'll return to share once this is live. 🙂
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Lisa Turnbull Turnbull
supported this idea
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5 votes
Hi community, this is an idea we've ben considering and can confirm is in development wth our product team now.
I'll share another update with more information on this once it's live!
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.Lisa Turnbull Turnbull
supported this idea
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3 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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30 votes
Hiya team, appreciate all the input you've each shared with us on the needs in keeping some information private, and less visible to others that may be working close by.
Understanding the needs here, I'd like to share this is a piece of work our team have picked up and in the initial stages of working through.
I'll be sure to keep you updated as this work progresses, here.
Lisa Turnbull Turnbull
supported this idea
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3 votes
Hi everyone, thanks for sharing this suggestion. We understand that having consistent information across mobile and desktop is important, especially when you’re checking balances or making quick decisions on the go.
The suggestion here is to align the bank balance view in the mobile app with the web version, so users can see the same balance details and have a clearer view of their reconciliation position.
We’ve moved this to Gaining Support so we can continue tracking interest and gather more feedback on how this impacts your mobile workflows.
Lisa Turnbull Turnbull
supported this idea
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4 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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133 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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29 votes
Really good to hear you exploring the new homepage, Estela.
We ask that each idea is contained to one feature request so that it's easy for other members to understand what they're voting for and we can best keep you updated on any progress on a feature. I've slightly amended the title of your idea here for the first you've shared on the Business Performance dashboard.
We appreciate hearing how you find this useful, however we want to be upfront that we don't have intentions of adding this to the new Homepage, to make way for new features that will be coming soon. You'll be able to continue accessing key information from the Business Performance Dashboard page.
The Tax & Reporting widget has been replaced by a new sales tax widget, and depending on your region this will be available in the next 12 months. We also have an idea…
Lisa Turnbull Turnbull
supported this idea
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An error occurred while saving the comment Lisa Turnbull Turnbull
commented
Widget/feature/icon
The old Xero Homepage had a Business Performance/Current Ratio widget/icon, showing an overall progressive graph/tracker line of the Business Cash liquidity current ratio. The new Xero homepage does not have this option anywhere that I can see it. ...?
The Edit homepage options don't have this feature. ...?
Of it is there, it's not clear what it's called or what I need to add....
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.