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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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2 results found

  1. The ability to access the setting for each menu item is great.
    The ability to create a sales invoice for billable expenses from the billable expense is outstanding.
    The button to View transactions on each bank account on the home page is excellent but I would like this button for accounts that have items to reconcile as well. Fewer clicksHelp banner on each page. I would like to be able to disable this permanently for established clients.Sales tab.
    Love the "Billable Expenses", Needs to be aboveQuotes. Need to be able to not bill them where I have a project invoice. Just assign the customer.
    Purchases Tab:…

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    0 comments  ·  Navigation  ·  Admin →
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  2. ​Love the look and ability to customise widgets for clients. It would be great if we, as Advisors, can specify then the client can change.

    Displaying the client logo in the top left is great but way too small to be effective

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