Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Homepage - Add toggle to exclude opening balances from Chart of Accounts Watchlist widget

    1 vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Users & setup » Homepage  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi everyone, thanks for raising this idea. We understand why having the option to exclude opening balances from the Chart of Accounts Watchlist widget could be useful, especially when using the dashboard to monitor current-period activity.

    The idea is to allow users to filter out opening balances from the Watchlist view, making it easier to focus on in-year movements and get a clearer picture of current account performance.

    We encourage the community to vote on this idea if you’d find this dashboard improvement useful.


    Sally Johnson shared this idea  ·