Settings and activity
3 results found
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10 votes
Hi team, thanks for the feedback we've received on this idea. We'd like to highlight that on the new homepage, you'll find Net Profit & Loss is a widget, on the widget you'll find there are a few different date selections.
I appreciate this doesn't quite achieve the monthly comparative as shown in the screenshot and we'll continue to keep this idea open for votes and share if there are improvements planned.
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Chris Bates
supported this idea
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Xero should have an option for showing a monthly P&L view of the past 6 or more months (up to the whole business year), as a widget on the dashboard. Displayed in the same style as the 'cash in and out' widget. I've asked support about how to set this up and I'm told it is not offered.
Monthly P&L is such a basic and necessary requirement for me as a business owner, and it gives me a quick and reassuring view of the company's finances whenever I sign in.
The last accounting software I used offered this, and I'm so surprised that Xero does not offer it too.
I'm sure it is very simple to set up as you already have all the data, your team just need to amend how it can be displayed. Having a 'year to date' view of P&L is far too blunt a tool to be useful.
Please fix this. -
11 votes
Thanks for sharing your idea, Jon. This is something we'll start to feel out the interest in here and I'll share if there are any updates planned for this.
Chris Bates
supported this idea
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7 votes
Hi there,
Thanks for your feedback! It makes complete sense that you’d want the same visibility on your desktop as you have on your mobile app, especially when you're trying to track your financial position for the full year.
I’ve classified this as Gaining Support. While you can see this data by clicking through to your full Profit and Loss report, I agree that having a "Financial Year" toggle directly on the Dashboard widget would be a great efficiency win.
I've updated the title of your idea to "Dashboard - Add 'Financial Year' option to the Profit and Loss widget" to help other users find and vote for it.
Chris Bates
supported this idea
·
Xero should have an option for showing a monthly P&L view of the past 6 or more months (up to the whole business year), as a widget on the dashboard. Displayed in the same style as the 'cash in and out' widget. I've asked support about how to set this up and I'm told it is not offered.
Monthly P&L is such a basic and necessary requirement for me as a business owner, and it gives me a quick and reassuring view of the company's finances whenever I sign in. Not having this is frustrating as it's such a simple thing to display, and I'm no longer able to get that quick view without a lot of faff (now that I've switched to Xero)
Xero already has all the data, your UX team just need to amend how it can be displayed. Having a 'year to date' view of P&L is far too blunt a tool to be useful.
Please fix this.