194 results found
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Homepage - Net cash movement line overlay for Cash In & Out widget
Add a net cash movement line (cash in minus cash out) overlaid on the Cash In & Out widget.
This would let business owners instantly see whether cash is actually building or eroding over time, without running reports or exporting data.
A net cash overlay (or toggle) would make the dashboard far more useful for real-world cashflow decision-making.
7 votesHi team, with Xero Analytics you'll be able to use the Cash flow manager to get useful predictions of your businesses financial overview, cash in and cash out.
Right now, we're in the process of also developing a widget that can surface some of this information to you directly from the homepage. I'll return to share once this is live. 🙂
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New Homepage - Ability to hide accounts that are no longer needed
Of the seven accounts listed on my homepage, only 3 are now required. Please provide the functionality to hide / remove accounts which are no longer valid and reconfigure the layout to suit a user's individual needs. i.e. by click and dragging the boxes into your own preferred layout.
4 votesThanks for sharing this idea and how the new homepage impacts your workflow.
Right now, you can:
- Use Customise homepage to add or remove whole widgets (including Bank accounts and Chart of accounts watchlist), and
- Choose which bank accounts appear in the Bank accounts widget, and which GL accounts appear in the Chart of accounts watchlist via Select/Edit accounts.
There isn’t a broader option to hide individual GL accounts across the homepage, and this isn’t on our current roadmap, so we’re moving this idea to Gaining support so others can vote and add their use cases.
While we can’t commit to a change here right now, your feedback is logged and will be considered as we continue to iterate on the new homepage experience.
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Homepage | Bills to pay - Ability to drag & drop files for bills
Provide a widget where you can drop any bill, expense or invoice, right on the homepage for Xero to analyse.
8 votesHi Tom and John, not a direct drag & drop to a widget on the homepage, however from the 'Bills to pay' widget you can click Add bill > Upload bills which will direct you to Bills and pre-open the upload modal. 🙂
This isn't something we have direct plans of right now, but will get a feel of the interest from the community for the idea here.
It'd be good to track interest in this feature for Bills and Expenses separately as widget enhancements would typically be reviewed individually. I've created a new idea for this in Expenses and added you both to this for any updates.
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Homepage - Improve loading
Create a "low bandwidth" version this is now so much slower than the old page on slow internet connections 271 resource requests is just stupid for a home page and 1=nearly 50mb of resources? not everyone has fiber to the building and a 250mb/s connection.
5 votesHi Geoffery, thanks for sharing this! We can see how a smoother experience on slower connections would make working in Xero more seamless, especially when you’re remote or have limited internet.
Right now, using the Xero mobile app for lighter tasks or clearing your browser cache can help speed things up, but we know a dedicated low-bandwidth mode would make day-to-day work even easier.
I’ve moved this idea to Gaining Support so we can track interest and show our product teams how much of a difference this would make.
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Homepage - Make font darker
The new homepage is an accessibility nightmare. None of the fonts are dark enough on the excessively white background. I only have slight vision issues and I'm really struggling to read it with the light fonts and the clutter. I would hate to have a vision impairment worse than mine because this new homepage is basically unreadable and inaccessible.
I've recommended to Xero on multiple occasions to please hire an accessibility manager who can help them avoid these things, including during times when they've specifically put out requests to have their new pages tested before release, but they continue to…
3 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Homepage | Cash in and Cash out - Split by Business and Owner drawings
Allow 2 categories of Cash Out since i am a sole trader and my drawings are included in cash out so the widget is useless if i cant either exclude drawings or split cash out between Busienss Cash Out and Owner Drawings Cash out. Just keep the Cash out bar but split into two colours so that you can see Cash out Business and Cash out Drawings.
4 votesAppreciate you sharing the need in this split of the cash in and out widget here. We're tracking the ideas we receive on the homepage closely and I'll be sure to share if there are any updates planned for this, here.
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Homepage - Show Gross Profit
Gross Profit Widget pls ASAP.
This was always the first thing I looked at on my old homepage. I love the addition of Net Profit - Thanks4 votesGreat to hear you find the Net profit or loss widget useful! We're continuing to stay close to the pulse of feedback on the homepage here, so I'll be sure to let you know if there are any plans made for adding Gross profit or loss.
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Homepage | Bank account - Make Refresh bank feed button stand out
Make the 'renew bank feed' button/message clearer, it doesn't stand out very well on the new layout.
5 votesThanks so much for taking the time to share this, and for calling out how the renew / refresh bank feed experience on the new homepage.
We’ve moved this idea to Gaining support. This means it’s not currently scheduled on our roadmap, but we agree it could improve key banking workflows, so we’re now watching community votes and comments to help us prioritise it alongside other homepage and bank feeds work.
Please keep adding any extra details about your workflow (for example, how often you’re refreshing and how many bank accounts you manage) and encourage others who’d benefit to add their vote — that will help us understand the impact when we’re reviewing future changes to the homepage bank accounts widget.
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Dashboard - Add 'Financial Year' option to the Profit and Loss widget
Like others, I think the options listed for profit and loss on the hompage are too restrictive. The app has better options. I want to know where I stand financially including upcoming payments (to distribute profits) so I tend to use the "Finincial year" P&L rather than "year to date". The app has this but the homepage doesn't.
7 votesHi there,
Thanks for your feedback! It makes complete sense that you’d want the same visibility on your desktop as you have on your mobile app, especially when you're trying to track your financial position for the full year.
I’ve classified this as Gaining Support. While you can see this data by clicking through to your full Profit and Loss report, I agree that having a "Financial Year" toggle directly on the Dashboard widget would be a great efficiency win.
I've updated the title of your idea to "Dashboard - Add 'Financial Year' option to the Profit and Loss widget" to help other users find and vote for it.
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Homepage - Widget for a customer/supplier watchlist
Watched Clients/suppliers widget
Summarise the invoices and Bills for a given contact
It would be nice to have an overview of specific (perhaps problematic) clients.
It would be good to be able to see at a glance:
- average payment timeframe (i.e. usually 5 days late etc.)
- current credit/debt value
- scheduled invoices/bills4 votesHi everyone, I can see how having a watchlist for key customers or suppliers would be really useful. Whether it’s keeping an eye on a major account’s balance or making sure a supplier hasn’t overbilled you, having those names front and center would save a lot of manual searching.
Right now, important accounts can sometimes slip through the cracks, since you have to remember to check on them individually. A dedicated watchlist would mean Xero could flag the status of these contacts the moment you log in, helping you stay on top of your business relationships.
For now, you can use the Account Watchlist to track overall categories, and for individual contacts, you can bookmark their Activity page in your browser. This lets you jump directly to their transactions and balances with a single click, saving time navigating through multiple screens.
I’ve updated this idea to Gaining Support so our…
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Too Noisy
The graphs are too big - and there needs to be an option to remove them - also % under the graphs or % of overdue both # & $ would be better - overdue ageing instead of graphs
The windows are too big and the windows are cumbersome to reorganise and dont stay reorganised.
Favourite reports window has disappeared off the home page
Having to refresh the widget windows is annoying - why cant they just be updated when you return home?
3 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Widget refresh button disappearing
If you're going to make us refresh every widget manually, don't remove the refresh button when we do. Let's leave it there in case we need to refresh again! We now have to refresh the whole page in order to have the widget refresh buttons return. How ridiculous
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Homepage | Invoice owed to you widget - Increase font of 'Drafts'
Please make Draft Invoices in a much larger font and at the top of the widget. The widget is ridiculously large and Draft Invoice link is in microscopic font, lost at the bottom. You have to actively hunt for it. Please don't tell me I can rearrange my home page. I've done that. It makes no difference. This is another unhelpful change forced upon us.
3 votesHi Lou, a little round about to what you're asking here but our teams are working on an improvement to the sizing of some widgets that I believe will help with the feedback you've shared.
We're building smaller size of the Invoices owed to you widget which will feature the drafts option beside the graph so it's more visible. 🙂 I'll come back and let you know once this is released.
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Homepage - Ability to add attachments to the task widget
A widget or chatbox where you can leave comments for accountant or business owner?
Ability to strikeoff and clear the comments/tasks. Ability to add attachments like screenshots or even videos will be a great feature for this widget.
This widget can sit on dashboard.
17 votesHearing the different ways our customers would find tasks on the new homepage experience most useful is really valuable. Thanks for sharing your interest in being able to attach files with us here.
Right now, our product teams are considering all the feedback we're receiving from our customers on this new experience, and we will share if there are any updates for this with you.
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Home page | Profit or Loss widget - Independent toggle for accounting basis
Please derive the Home page Profit and Loss accounting basis from the business setup setting i.e. cash or Accrual.
This issue has been raised before and closed by a naive XERO person with no understanding of how a USER thikns or expects to use the system.
The request by the user is not "existing functionality" as stated by the incorrect Xero staff. Being instructed to leave the homepage, go the the Dashboard (some of us dont need to use those), changing a setting in a Dashboard widget and then come back to the Homepage is not a helpful instruction.
FYI…
2 votesHi Michael, appreciate you re-raising this idea with us and would like to provide some clarification on how Profit or loss widget accounting basis is currently derived.
This is driven by the organisations Report preferences - Report preferences can only be set and changed by a user with the Adviser role in the organisation so if you do not have this permission you would need to contact another user who does.
Understand there is also the request for having an independent toggle that can be actioned from the Homepage and we will continue tracing interest for this here.
In terms of how the idea forums statuses work - When a post is moved to Existing functionality, or Feedback comments and votes are turned off however if you disagree or would like to provide feedback about the response there is an option within the email update you'll have received so you…
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Quotes - Ability to add and edit full contact details while creating a quote
Quotes Need a bit of work, You've just added ability to generate a link - that's great, however, still can't share quote in the app.
While creating a quote for a new customer - you can't add any of their details (but you can if you create an invoice), you have to create new customer first then go back to creating a quote, we have a lot of new customers just walking in.
Often we'll start on an Invoice Page and we can't just change that invoice to quote once it's started. Is it possible to change invoice to quote…
4 votesHi Adam, thanks for sharing this idea. We can see how needing to leave the Quotes screen to update a phone number or address interrupts your momentum.
At the moment, the option is to create a basic contact and then update their details from the Contacts menu afterward. While that works, we understand that being able to enter or edit everything in one place would make the process smoother.
I’ve moved this idea to Gaining Support so we can track interest and highlight to our product teams how in-screen editing could simplify the quoting workflow.
Just a quick note — we’re only able to track one idea per post. If you have additional suggestions, please raise them as separate ideas so we can accurately monitor the traction and feedback for each one.
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Homepage | Net profit and loss - 12 month view
I REALLY want a rolling 12 month turnover, VAT threshold warning.
3 votesThanks for sharing with us here. We're keeping a close eye no the support for ideas around the new homepage and will watch interest in this idea grow. I'll be sure to share if there are any plans made for this, here.
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Homepage - Business Performance dashboard
I would like the Business Performance graph to remain. Its a useful visual and instant reminder of the performance.
Additionally adding the VAT liability to the home screen would be extremely useful. Yes I know it changes daily, however a good insight for business and management of cash flow in an instant (without having to produce reports).
The contents of the proposed Task Bar is just a duplication of information that's already on the home screen therefore not useful to add them collectively on 1 widget. To be able to add our own written task and reminders on a calendar…
13 votesReally good to hear you exploring the new homepage, Estela.
We ask that each idea is contained to one feature request so that it's easy for other members to understand what they're voting for and we can best keep you updated on any progress on a feature. I've slightly amended the title of your idea here for the first you've shared on the Business Performance dashboard.
We appreciate hearing how you find this useful, however we want to be upfront that we don't have intentions of adding this to the new Homepage, to make way for new features that will be coming soon. You'll be able to continue accessing key information from the Business Performance Dashboard page.
The Tax & Reporting widget has been replaced by a new sales tax widget, and depending on your region this will be available in the next 12 months. We also have an idea…
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Bank Account Font - Balance Difference and Reconciled
The font is too fine and hard to read. The font size of 'balance difference', 'reconciled' etc is a bit too small
6 votesAppreciate your feedback here Mary. While we don't have immediate plans around changing of the fonts, we'll gauge a sense of this from others in the community here. We will monitor this space for any updates!
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Homepage - Projects widget with time and amount visuals
Hi,
My first thought is that the home page is overly busy. The graphs are great but there is A LOT going on. We have more than one bank account so that would make the homepage even busier. The task widget is a great idea but the recent invoice payments and chart of accounts aren't really useful for us. We would want to remove widgets that aren't used.It would be great to have a projects widget showing project time use and amount on the homepage.
Love the improved navigation at the top especially the reporting and tax tabs. This…
13 votesThanks for sharing your thoughts on the new navigation and homepage, Louise! I've just updated the title of your idea to help other members find and we can track the interest in a Projects widget.
We also have a couple of ideas related to simplifying the layout like you mentioned, and another for bolding of the navigation headings that you may like to vote for.
- Don't see your idea?