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Navigation & Homepage (beta)

Welcome to Xero’s forum for sharing feedback on our redesigned navigation and homepage exclusively for beta participants.

This is your chance to shape the future of the experience by sharing what’s working well and where we can improve.

Navigation & Homepage (beta)

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How could Xero improve navigation or homepage?

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If a similar idea already exists, you can support and comment on it.

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Enter your idea and we'll search to see if someone has already suggested it.

4 results found

  1. Navigation - Search for bank accounts

    To have the search function look up bank accounts by name or number. As we have approx 80 bank accounts in one Xero dashboard scrolling to find the correct one is very time consuming, so a search function would be very handy.

    4 votes

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    0 comments  ·  Navigation  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your idea, Simone. Gosh that is a lot of bank accounts I can see why a search would help. No immediate changes planned for this but I'll share your feedback with our product team and we'll get a sense of others that'd find this useful from your idea, here. 🙂

  2. Navigation - Control which apps are recommended

    Connected apps and recommendations - I would like to be able to recommend for clients on this page.

    2 votes

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    1 comment  ·  Navigation  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    We're grateful for sharing your experience with the beta for our new navigation.

    Our Community have reviewed and shared your feedback with our product team. Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.

  3. Navigation - Setting to turn off help for all pages

    Fewer clicks - Help banner on each page. I would like to be able to disable this permanently for established clients.

    3 votes

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    0 comments  ·  Navigation  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    We're grateful for sharing your experience with the beta for our new navigation.

    Our Community have reviewed and shared your feedback with our product team. Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.

  4. Navigation - Simplify layout

    The beta version of the new Xero layout. updated interface feels overly busy and cluttered, which makes navigation more difficult—particularly for clients who manage multiple bank accounts.

    I believe users should have the choice to switch to the new layout when they’re ready, rather than being automatically transitioned.
    Additionally, clients pay for Xero to streamline their financial management, not to have advertising pushed at them.

    The current design detracts from the user experience and makes it harder to find and complete tasks efficiently.

    1 vote

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    1 comment  ·  Navigation  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your added detail and how this is impacting your clients, Kelly.

    I'll share this information back with our product teams and am looking into the point you mentioned of not being able to opt-out. I'll be back with another update for you here.

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