233 results found
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Homepage | Chart of Account Watchlist - Only show accounts with a balance
Chart of Accounts Watchlist
I would like it to only show some accounts if their balance does not equal 0
Rather than reporting it when the account is 0 and just occupying space.This would be useful for Wages Payable, Superannuation Payable, Suspense accounts and various other accounts
12 votesGreat to get your feedback on the changes that would help you within the new homepage - Thanks!
We're watching the traction this receives closely and will share if there are any updates.
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Homepage - View and access classic expenses
Atm the New Expenses Widget does not show any of the old/archived expense claims. My current widget is totally empty and in order to access the previous claims or even the claims that are currently outstanding, I need to revert to Classic Expenses. Only the claims submitted using the New Expenses will be visible on my Dashboard, at least this is what I hope. I believe the 2 should be talking to each other.
4 votesHi everyone, we appreciate some customers are still using Classic expenses, however we want to be open, there are no plans to develop a widget in the new Homepage for Classic expenses.
You will still be able to access Classic Expenses by clicking Purchases > Expenses, where organisations that are using Classic expenses will see a banner and can select to go to Classic Expenses.
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Dashboard - Files Widget to allow drag and drop
A widget for the Files section that you can drag/drop into without having to click top left, then Files.
3 votesThanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate your suggestion for a Files widget on the dashboard with drag and drop functionality.
The community team has reviewed this and moved it to Gaining support, which means it's now open for community votes and comments.
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Homepage - Compact table-view widget for bank accounts
Please add a widget on the homepage that displays the bank accounts in a simple table format, including the account name, balance, and transactions that need reconciliation.
Overall, the new layout takes up too much space, making it difficult to fit essential information on a screen.
A more compact view without unnecessary elements would be appreciated.
And also the optin to disable popup adverts!
4 votesHi Francesco, we really appreciate you sharing how a compact table view could help you access banking information more efficiently.
We can see why this would be helpful for businesses managing multiple accounts. The current widget layout can take up a lot of space, and a condensed list would give you all-in-one visibility, letting you see balances at a glance.
For now, you can use the Edit dashboard button to hide accounts you don’t check daily, or use the Bank Accounts screen (under Accounting) as a more condensed “second dashboard.”
We’ve updated this idea to Gaining Support, so it’s now open for votes and comments. Your input helps us understand how compact a new view would need to be!
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It would be extremely useful.
In the old layout each bank account widget had a balance graph for the past 30 days. I miss this already, so adding it back in an option would be very useful.
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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Put it back to how it was please
Put it back to how it was please
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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the new homepage is dreadful. it is cluttered and overwhelming. bad move imo.
the new homepage is dreadful. cluttered and overwhelming. bad move imo.
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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Ability to organize more
Since al the blocks look the same, it's hard to find what I'm looking for or get any value by just glancing at the screen. Something as simple as groups or sections we can add a label to would help a lot! Overall like the new vibe tho :)
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 to show a simplified P&L for the last 3 months
A widget to show a simplified/high-level summary of profit and loss for the last 3 months, at a glance
Turnover/sales
Direct costs
Gross Profit
Salaries
Overheads
Net profit / PBTThis would be really helpful for quick reference and reporting key financial measures
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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Graph line for accounts on Home page.
I like the New layout but do miss the graph that was on the old style home page for the accounts. Is this possible to add back on
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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Bring back graphs on the bank accounts, its too busy with just the summaries
Bring back graphs on the bank accounts (Maybe opt in /opt out to have them displayed) its too busy a dashboard with just the summaries! We have a dozen feeds displaying and its pretty clunky to view. Thanks!
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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3 votes
Thanks 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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To be able to view the homepage as we have selected previously and works for a business
Please put back the full Watchlist view. The idea of a watchlist is to be able to see at a glance what accounts we need to keep a watch on. It's not 'at a glance' if the list isn't in full view and we have to scroll down.
Also, please remove the advertising and banners that clutter the homepage.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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old one is fine. I do not want use new homepage
old one is fine. I do not want use new homepage
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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This is a UI downgrade
Please inform your UI designer that this is a very poor downgrade. As a database systems developer of 35 years experience I can honestly say that unfortunately the new layout is a retrograde step.
1 It removes the organisational functionality
2 It removes the visual oversight of account balances
3 The widgets are way too big making the screen very long
4 The transition to the new format involves a lot of re-organisation1 - It reduces the ability to organise the widgets (left / right column) and makes it very difficult to organise. My business maintains multiple bank accounts,…
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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Freeze top row
It would be very helpful if we could freeze the top row of the dashboard so we don't need to keep scrolling up to change the page
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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3 votes
Thanks 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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View Account Transactions
Each account on the home page now has an added line "View Account Transactions".
This takes up more room - and therefore we see less accounts at a glance.
Have the option to remove this line - and we know we just click on the account - as per usual3 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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Add "View All Quotes" button to invoice widget.
Many of our customers require a quote before issuing us with a purchase order. The fastest way is to copy a previous quote, and to edit as required to create a new quote. If we could click on a button from the homepage rather than bring up Quotes from the sales list, it would save us much time.
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 | Expense widget - Drag & drop files to create expense
Provide a widget where you can drop any bill, expense or invoice, right on the homepage for Xero to analyse.
3 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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