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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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3 results found

  1. Homepage - Global Practice setting

    Would be great to customise the Homepage across all your 450 clients at once via a global setting. Then deal with outliers individually on their own homepage.

    Not sure why it's designed for single org users only. Need a way to do this on scale please!

    1 vote

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    0 comments  ·  Homepage  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Awesome to hear you're getting a feel of the homepage, Charles. Thanks for taking your time to feedback on what changes would make the most impact for you.

    I'll make sure to share your feedback with our product teams. For now we'll get a sense of interest from others in the beta here, and I'll keep you updated if any plans for a global setting are made.

  2. 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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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing your feedback on the new navigation, Kelly. Appreciate you taking your time to share changes you feel would be most useful for your clients.

    As this is currently in beta we're very interested in the feedback we're receiving, and it would be good to share back with our product teams if there is a vision you may have around the layout that you feel would keep things simple for you and your clients.

  3. New Homepage - Ability for advisor to set defaults

    ​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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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Great to hear you're diving into the new experience, Michele. Thanks for taking your time to share changes that you could feel could add benefit.

    We'll get a feel for the interest from other beta users from your idea here and I'll make sure to share if our product teams make any plans around this.

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