151 results found
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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.
4 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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Homepage - Timesheet Summary widget
Would love a widget that shows the leave requests sorted by closest leave date to later leave dates with a filter option to adjust to be able to show just pending approval, just approved or all.
Another widget that would be helpful is a summary of timesheets submitted for the current pay period/ next due pay run.
3 votesHi Tamara, thanks for sharing this suggestion. Having a Timesheet Summary widget available directly on the dashboard sounds like it could make it much easier to keep an eye on submitted hours and stay on top of approvals without needing to navigate into Payroll.
To make sure we can track interest clearly for each request, we keep ideas to one feature per post. Since you also mentioned employee leave requests, I’ve located an existing idea for a Leave Request widget and added your support there so it can continue to gather votes and feedback.
I’ve moved this post to Gaining Support so we can focus on the Timesheet Summary idea here and track how helpful others would find having this visibility on their dashboard.
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Homepage - Ability to hide decimals
Add the ability to hide decimals, as we can in reporting preferences.
3 votesThanks for sharing here, community. Our product team are keeping a close eye on feedback and we'll watch interest in the ability to hide decimals.
Jason - appreciate there are other points you've noted in your feedback and I've shared a few links to other ideas you may also like to join. It helps for us to have one idea per post to gauge support in and keep you updated on.
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Homepage - Add shortcut to access Repeating Invoices list
On the "Invoices owed to you widget" please add a button to go straight to "repeating invoices." You currently have "New invoice" and "View all invoices." It looks like you have room to add "Repeating invoices." You could change the text from "View all invoices" to "All invoices" if you needed more room.
3 votesHi Maggie, appreciate you for sharing your idea and explaining how this would fit into your workflow. It’s helpful to understand where quicker access could make things run more smoothly day to day.
We’ve moved this idea into Gaining Support, so it’s now open for the community to add votes and comments. Seeing how others respond will help us understand how widely this need is shared.
As a short-term workaround, you could bookmark the Repeating Invoices page in your browser or pin that tab so it’s always within easy reach. It’s not quite the same as having a dashboard shortcut, but it can help shave off some time while we continue to gather feedback.
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Remove the "Import bank statement" link
We don't need to see this link against every bank account on the homepage. The link in the ellipsis is enough.
3 votesHey Jonathan., I completely understand that you personally don’t need the Import bank statement option there.
However, we’ve chosen to keep it visible because, across all Xero organisations, it’s actually one of the most frequently used actions on the bank widget.
Many businesses still rely on manual statement uploads at different times – for example when a bank doesn’t support feeds, there’s a gap in the data, or a feed is temporarily unavailable.
So while it might not be something you use every day, it’s a key shortcut for a lot of other customers, which is why it still appears on the homepage.
If your feeds are working well, you can safely ignore it – it’s simply there as a convenient backup when it’s needed.
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Homepage - Show expenses to review/pay in task list
When I add the "expenses to review" widget to the homepage, this shows the expenses that are needing approval, and how much is to be paid.
At the moment I have all my expenses reviewed, and some that now need payment. Why is this information also not replicated in the "Tasks" widget?
What is the point of a "Tasks" widget if it doesn't summarise all the needed actions highlighted across all the selected/displayed widgets? At the moment the listed tasks appear to only summarise a few widgets (and even then regardless of whether those widgets are selected to be shown…
2 votesAppreciate the feedback and how you'd find this information useful within the task widget. Our product teams are reviewing this widget to consider what additional items would be most useful for customers and your feedback here is welcomed. We'll be sure to let you know if we make plans to add expenses to this widget.
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Homepage | Banking widget - Real Time Balance (included future payments)
There should be a widget that shows current bank balance, that includes future payments. The current one only shows bank statement balance, and balance in Xero that only shows up to the current date. But when paying bills, it's nice to know the current balance after other future payments to have a full idea of cash flow available. This widget should then also follow through to the bills pages so I can pay bills and see my balance in real-time to make better plans of which and when bills should be paid.
3 votesThanks for your feedback, Aaron. It's good to get a sense of interest in others that would find this view useful. We'll start to track through your idea here.
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Homepage - Add app tiles to homepage for easy access
Ability to choose favourite apps and add them either to the top menu bar or the homepage. It will turn 2 clicks into 1 click which seems picky but when launching hubdoc often it would really speed things up
2 votesThanks for sharing, Andrew. Good to know the use you'd find in being able to add an app to your homepage directly for ease of access.
Lets get a wider sense of the interest in this from community here. I'll let you know if there are any plans made.
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Homepage - Inventory widget that shows when stock is low
Have the graph for the home screen with the inventory stock and flagging items with low stock.
8 votesThanks for your idea here, Sergii. Really good to hear what our customers would find most useful to get a visual of from the homepage.
We're beginning to track the interest for an Inventory widget that'd show low stocks from your idea here and I'll share if there are any updates.
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Homepage | Bills Awaiting payment - Filter out expense claims
Filter out expense claims from Bills Awaiting Payment
I input my own money occasionally into the business & don't require paying back, so the expense claim is left "open" & shows up on Bills awaiting payment - thus confusing the amount owing to Bills I have outstanding.
9 votesThanks for sharing your idea, Mark and feeding back on the new homepage.
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!
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Homepage - Add shortcut to create repeating invoice
Shortcut to add recurring invoice via a simple UX - just add a drop down next to the 'New invoice' button. Similar to what you already have in the Sales overview page.
2 votesHi everyone, thanks for sharing this idea! We can see how having a “Create Repeating Invoice” shortcut right on the dashboard would make managing recurring invoicing faster and more seamless.
Currently, you navigate through the Invoices menu to reach the Repeating tab, which adds extra steps. I’ve moved this idea to Gaining Support so our product teams can track interest and understand how much this shortcut could help streamline regular invoicing.
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Homepage - Include the number of billable expenses outstanding in the tasks list
It would be great if the number of billable expenses - outstanding (as per the report of the same name) could be included in the tasks widget - ie expenses to be oncharged. Currently I have to run the report to check if there are any oncharges to complete, but it would be great if I could just see the number on the list. We use this feature for almost all of the organisations we look after (20+) and it would save time and ensure we are oncharging more promptly.
2 votesThanks for your feedback on this and sharing how this would be useful to your flows, Lisa. We're taking feedback about this widget on board and considering what additional items would be most useful to customers. I'll be sure to share any updates if there is progress for adding billable expenses to this view.
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Homepage - Adaptive layout & zoom to fit for monitors with different aspect ratios
VISUAL: Adaptive layout & zoom to fit?
I use my widescreen monitor to use two windows side-by-side, but then the Xero window has a lot of negative space around the tabs (see image) and the only way I can find to make this larger is to zoom in the browser, but that makes all the browser items zoomed, which I don't want. If I enlarge the Xero tab, the layout adjusts to a sweet spot, but that also doesn't fit nicely on full screen, and I end up clicking between things more than is efficient, so it should ideally sit…
3 votesHi!
Thanks for sharing this idea about adaptive layout for monitors like your widescreen one.
We've reviewed this, 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 votes and comments about how they'd like this too!
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Homepage - View recent file uploads
Widget or badge to show if there have been new files uploaded by the client or colleagues since your last logon.
8 votesAppreciate your feedback and hearing what information you'd find most useful to see from the new homepage.
We'll start to track the interest from the community in this here, and will share if there are any updates.
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Homepage | Widget for recently paid bills
Could we have more widgets to add - recently paid bills would be great
2 votesThanks for your feedback, Paul. Good to hear the different details that our customers would find most helpful at a glance. While we don't have plans for adding a recently paid bills widget like the invoices one just at this time we'll start to track interest in this here and I'll update you if there's any news.
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Homepage - Show recent payments received from customer
Widget - Recent Invoice Payments.
Show payment value from customer rather than individual invoices. Recent Payment Received would be more helpful than 5 x £10 from Bloggs & Co
2 votesHi Sharon, thanks for sharing this suggestion! We understand that seeing payments received from customers, rather than individual invoices, would make it much easier to track cash flow and acknowledge payments at a glance
At the moment, you can use the Bank Reconciliation summary or check invoice History and Notes, but a dedicated homepage widget with aggregated payment values would be more convenient. We’ve moved this idea to Gaining Support so we can track interest and share with our product teams.
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Homepage - Display the total dollar value of "Awaiting Approval" bills at the top of the Bills widget
In the "Bills to Pay" widget, include the bills "Awaiting Approval" $value at the top of the widget, in bigger font, so it's more visible
2 votesHi Geoff, thanks for the suggestion. We understand that seeing the “Awaiting Approval” dollar value only at the bottom of the “Bills to Pay” widget can make it harder to spot at a glance. Moving this figure to the top and using a larger font would make it much easier to track upcoming cash requirements and make faster financial decisions.
We’ve moved this idea to Gaining Support so we can track interest and share with our product teams how improving visibility on the dashboard could help you stay on top of accounts payable.
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Users & Setup - Automatically redirect to the previous page after a session timeout and re-login
At the moment if not all tasks have been completed in a work day, opening up the browser window again from where you left off will log you out. When you log in again, you are diverted to the homepage with no way of clicking back to go back to the page you were on. This is a massive waste of time, please allow us to restore our tabs which had things like custom reports and other things we started working on.
2 votesHi everyone, we understand that being sent back to the homepage after a session timeout can interrupt your workflow, especially when you’re in the middle of a specific report or transaction. It can be a bit inconvenient to lose your place and have to navigate back, and we completely get how that affects your productivity.
Some community members have mentioned ways to work around this, like keeping an eye on the session timeout or using browser bookmarks for deep links. At the same time, we agree that a smoother experience that automatically returns you to your last page would be really helpful.
We’ve moved this idea to Gaining Support so we can track interest and show our product teams how this “return to page” functionality could save you time and make your workflow easier.
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Homepage | Invoice and Bills widgets - Option to make smaller
Make invoices to pay & bills boxes smaller these are the two functions I use most & now have to scroll down every time i want to use them
2 votesHiya team, happy to share an update as this is something we're currently working on. Our team are developing the ability to reduce the size of these widgets and more control of the data shown.
I'll round back to let you know once this goes out 😊
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Homepage - Outstanding invoices view if emailed or printed
I would like to see if outstanding sales invoices were emailed or printed & posted by traditional mail.
7 votesThanks for sharing how we could make the new homepage more impactful for you, Mark.
It'll be good to understand if this is something others would also find useful from your idea here. We'll share if there are any updates.
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