Settings and activity
2 results found
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8 votes
Hi team, after further discussion with our product team we're going to open this idea back up and would like to better understand the wider interest for being able to add new bank accounts as a default to the Homepage.
As mentioned in our last update at present.
- When you add your very first bank account to your Xero org, this automatically appears as a widget on your Homepage
- After this, additional bank accounts you add prompt a banner so you're made aware there are new accounts, and you can Edit your Homepage to add each of them as a widget to your view and arrange where these sit on the page.
We'd be really keen to get further insights through your feedback here on why showing every bank account by default would be most useful to your business, as opposed to being able to Edit the homepage and add…
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Ashleigh Strachan
supported this idea
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1 vote
Thanks for raising this suggestion. Having invoice reminders disabled by default, or allowing businesses to choose their initial reminder timing during setup, could help avoid unexpected emails to customers.
For now, you can manage this under Invoice Settings > Invoice Reminders, where you can turn reminders off or adjust the overdue trigger days.
I’ve moved this idea to Gaining Support so we can continue gathering feedback. If this would be useful, add your vote and let us know what defaults would work best for your business.
Ashleigh Strachan
shared this idea
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Home page not showing the bank accounts automatically.
I like we can edit the home page view but would prefer if all bank accounts showed automatically and then we choose to remove the ones we don't want to see.
Often staff/clients think there are no bank feeds from the first glance at the Business Overview. Some clients don't realise they need to add the Widget to the home page.