222 results found
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Homepage - More Flexibility in Widget Placement
It would be great to be able to place the widgets wherever you want (like before). I would prefer to have all my bank accounts in a column, as opposed to having to have them horizontal
20 votesHi everyone, thanks again for sharing input on widget placement on the homepage.
As mentioned in our last update, once you Edit Homepage and Save the layout this will be saved for that screen size. If you change screens a prompt is also surfaced to explain that you may want to reset and save your layout.
While we don’t have plans to allow vertical stacking at this stage, we're improving the edit experience. This will make it easier to see how changing a widget's position shifts other items on your screen. I’ll let you know as soon as this is released.
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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!
73 votesAwesome 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.
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Homepage - Widget for planned bill payments
Widget for planned supplier bill payments - either a summary of total by planned date, or detailed view of the next planned date payments by supplier (e.g. flexes to show planned payments in current week). Helpful for review prior to batch payment runs.
58 votesAppreciate the insight around why a view of planned bill payments would be helpful - Thanks for feeding back on the new Homepage 😊
Our product team are closely monitoring feedback we receive on this experience here, and we'll share if there is any update for this with you all.
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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
70 votesGreat 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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Homepage - Ability to sort by columns within a widget
Where there are headings in the columns of the widget, being able to SORT by that heading..
For eg, "expenses to review" can be sorted by any of the columns: "submitted by", "expenses to review" or "Amount".
This would be helpful also in CoA watchlist, Recent Invoice payments or any other unseen widgets which have a list with column headings.
55 votesIt's interesting to hear the differences in views that would be most impactful for our customers. We appreciate you taking your time to feedback on the new experience.
Our Product team are staying close to what our customers are sharing through the forum here, and if there is any update on this I'll be sure to let you know, here.
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Homepage - Widget for accessing custom reports
Have a widget for custom reports.
Be able to access your customised reports from the home screen or at least from a button on the drop-down menu.
40 votesAppreciate the extra details shared by everyone here.
We'll continue to get a track of the interest in a specific widget for accessing reports from the Homepage and share if there are any developments planned around this.
Right now, just to highlight what is possible - You can favourite a report from the Reports centre including a custom report you've set up to make this accessible from the Reporting drop down menu in the navigation.
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Homepage - Option to hide notifications (Payment services, switch back to old version, etc)
An option to get rid of the message across the top of the Home page telling us that we can switch back to the old Homepage for a short time. All it does is take up valuable realestate.
17 votesThanks for sharing this, where you'd like an option to hide notifications like this one from the menu banner, and free up some space on the screen.
We've reviewed this. and now it's up to the community to get behind and support it. You might like to share this idea with any colleagues that this could benefit, so they can add their votes and comments about how they'd like this too!
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Homepage | Profit & Loss - Common date selections (like report)
Why don't I have the same Time period options in the 'Net Profit and Loss' widget as I do on the actual report page?
I want to be able to see CURRENT month, quarter, etc on my home page and not just previous.
Inconvenient to have to click on the report and then change the time period manually every time I want to see how the month is tracking instead of just having the option directly on the homepage.16 votesAppreciate the feedback, Andreas. Good to hear the different sections that would be handy to you from the homepage.
This isn't somethign we have plans for right now, but will start to gather interest in from the community here.
I'll share if there are any updates.
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Homepage | Widget for next Payroll
Next Payroll Wiget for Homepage
When the new homepage was launched, I was hoping for a widget that had the link to the next scheduled payroll, the draft amount, the due date, leave to approve, timesheets to approve, last payroll (perhaps), super payments, etc. Layout could be like the 'Bills to pay' widget without the chart. Given that in Australia, SGC will need to be paid each payroll, that draft amount could also be added in the widget, linking to the Super payments module.18 votesThanks for your idea and feedback here in the forums, Michael. Our product teams are still working on enhancements to the homepage and we'll keep a watchful eye on the interest in a payroll widget like you've described here.
I'll let you know if there are any updates to share around this.
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Homepage - Remove business overview and shift customise button
I like the new look. Can the Business overview heading be removed and the customise button be moved up to where it is in the old homepage, next to last login? Screen real estate is very precious, especially when the client has a lot of bank accounts/credit cards that fall off the bottom of the screen and can get easily missed.
47 votesUnderstand wanting to make the most important information visible. Thanks for sharing your feedback on our new homepage here.
We're watching the forums here closely and will share if there is any updates that would help with what you're asking.
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Homepage - Chatbox or notepad on Xero
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.
32 votesThanks for the clarification, Davie! We don't have immediate plans but are closely monitoring the feedback and votes this receives here. If there are any plans made for a feature like this we'll let you know, here.
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Homepage - Ability to check tasks
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.
43 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Dashboard - Allow custom or extended timeframes (12+ months) for Cash In and Out widget
Can we be allowed to change the time selection on the cash in and out view (eg to 12/13 or even 18 months?) seems to be stuck on 6 months for me. I think to see trends you really need to see at least a year
13 votesHi there, thanks for the suggestion!
You're right that the current 'Total Cash In and Out' widget is fixed to a 6-month view.
While you can see longer periods by running a Cash Summary report, I understand that having that 12 or 18-month trend visible immediately on your dashboard would be much more powerful for spotting seasonal patterns.
I’ve classified this as 'Gaining Support' to see how many others would like more flexibility with this widget's timeframe
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Homepage - Administrative control to manage widget layouts for other users
We have various users from accounts administrator to operations managers and the new home screen will automatically show them extra information they don't necessarily need, as in, the operations managers should ideally have the bills and invoices front and centre and not really each other's credit cards. Also, the profit and loss widget is extremely annoying being there as our management is presented with monthly accrual basis accounts and use a custom P+L that require a large number of journals done so the profit and loss widget is wrong until the journals get done. At the moment, the only way…
14 votesHi Debbie, thanks for sharing this idea! Giving a Subscriber control over the team’s homepage layout would be really useful—helping everyone focus on the right tasks while keeping sensitive information private.
Right now, each user customises their own dashboard, so it can be tricky for admins to know exactly what’s visible. For now, User Roles can limit access to certain data, or you can share a simple SOP with a screenshot of your preferred layout for staff to match.
I’ve moved this to Gaining Support so we can see how many in the community would find this helpful. Your feedback really helps guide what we look at next.
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Homepage - Ability to customise columns in the chart of accounts watchlist
I would like to customise the columns that appear in the chart of accounts watchlist. I would like have yesterday's closing balance, last month's closing balance, and the change.
I use the watchlist to monitor clearing accounts, such as daily takings clearing accounts, and being able to spot when a balance has gone awry would be very helpful not only for me but for our team who reconcile these clearing accounts.
Would be even better if we could add more than one instance of the watchlist then we could have one for clearing accounts with the columns described above, and…
37 votesReally appreciate hearing the detail of why this idea would be useful and how you use the Watchlist on the Homepage.
We value all the feedback we're receiving on this new experience from our customers here and will share if there are any changes for this planned, here.
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Homepage - Condensed/compact view with less white space
There's a lot of white space on the page. Can things be condensed more please?
11 votesReally good to get this sort of detail about aspects of the homepage that you feel could be condensed or removed to help with your experience of the homepage. We're continuing to get an understanding of community interest around this and hear any further detail of where within the page you feel space is unnecessary. Thanks
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Homepage - VAT & Corp tax running total
At a glance, a running total of VAT and Corporation tax due. As a small business, this would be very helpful for planning. Crunch Accounting had this on their homepage and it is the only thing i miss about their very clunky system!
25 votesHi Lyn, thanks for adding your feedback on our prototype for the new Xero homepage in regards to running totals for VAT/GST/BAS and Corporation/AU/NZ Tax, this is incredibly valuable to the team as they make the refinements.
We know this addition would help you keep a closer eye on your business's financial health. We appreciate your continued feedback on the prototype homepage and encourage you to leave more feedback for us.
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Make the DRAFTS invoices more obvious so they dont get missed. The button is too small
Make the DRAFTS invoices more obvious so they dont get missed. The button is too small
I needs to have some sort of alert or red notification that an invoice has not been sent yet, or is sitting in draft. As we use external software to send invoices to draft in xero, things can get lost easily.
10 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Homepage - Select multiple invoices
Permanently give the option to stay on the old set-up homepge.
New one is horrendous! Can't select multiple invoices? And if I can then its impossible to workout how.10 votesHi Tim, trying to better understand the point you've noted on selecting multiple invoices can you share more on the process you're taking here and what you used to do in the previous Dashboard?
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Homepage - Ability to download or print
Add a widget for tracking categories with current and prior month expenses against each or even the top 5 of each category.
make the hope page printable to pdf and also for the user to be able to present it to a client or board.
31 votesInteresting thought of how the new homepage experience could be used in different ways, thanks for sharing with us here!
Our product teams are watching the feedback in these forums with a close eye and we will share if there are any updates for you here.
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