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  1. Homepage - View recent document uploads

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    5 comments  ·  Users & setup » Homepage  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we're pleased to share an update as we're currently developing a new homepage widget to help give you an overview of documents in files and help you take quick actions.

    I'll come back to share once this is ready and begins to launch!

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    Jenny Crowder commented  · 

    Definitely support this. We need a way to immediately see when documents have been uploaded that require actioning.

    Perhaps this could be incorporated into the existing Tasks widget, similar to how Xero currently highlights bank transactions requiring reconciliation and overdue invoices. A count of documents awaiting processing, matching, or review would make it much easier to identify outstanding work without having to navigate into the Documents section.

    For bookkeeping and accounting practices, this would help ensure uploaded documents are not overlooked and would encourage more consistent use of the Documents feature as part of the daily workflow.