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How could Xero improve navigation or homepage?

Navigation & Homepage (beta): Navigation

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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.

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Kelly Ross shared this idea  ·   ·  Report…  ·  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.

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  • Kelly Ross commented  ·   ·  Report

    Hi Kelly,

    Thank you for your response and for welcoming further feedback on the new navigation. I appreciate the opportunity to contribute to the beta and help shape improvements that benefit both advisors and clients.

    While I understand the intention behind the new layout, I’d like to share some concerns raised by a few of my clients who have been transitioned to the beta experience. Three of them have expressed a strong preference to opt out of the new layout. However, despite attempting to opt out, the interface remains unchanged on their end.

    Their main concern is that the dashboard now feels overly busy and cluttered, making it harder to navigate. Additionally, they’ve noted that the lower section of the dashboard is being used for advertising, which they find frustrating—especially considering they are on premium subscription plans and expect a clean, professional interface.

    Simplicity and ease of use are key for many of our clients, and I believe these changes may be detracting from that experience.

    Regards
    Kelly