255 results found
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Add tax return discrepancies/errors widget to new homepage
On the old dashboard, it was very easy to quickly see if any tax returns had discrepancies or errors with the Tax Alerts function.
This made it easy to identify and resolve issues early. With the new homepage, that visibility is reduced, and these issues are more likely to be picked up later.
It would be really helpful to have this Tax Alerts functionality brought back as a widget or alert on the homepage, highlighting:
- Tax returns with errors
- Returns that differ
I think this would align well with the new homepage's focus on surfacing key actions and insights, especially…
1 voteThanks 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 Homepage is too busy and confusing
Keep it simple and easy to use
1 voteThanks 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 home page is awful - the old one was simple, I have spent ages trying to move the modules around on the page, but they wont move - I
The new home page is awful - the old one was simple, I have spent ages trying to move the modules around on the page, but they wont move - I develop websites on an occasional basis and so am not technologically illiterate. I want one size of module, or at least ability to control it, and to be able to easily arrange key items in linear columns on the page. Why introduce something so user unfriendly? Please revert to the old version until you can deliver a better user experience, this is desperately bad.
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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More efficient
Is there any chance of adding quotes to the list of widgets we can add to the dashboard
1 voteThanks 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 - Role-Based Access for Business Overview and Reports
The Business Overview dashboard contains sensitive company performance data and should only be visible to certain roles.
It would be helpful if administrators could control which users can access the Business Overview and specific reports. For example, a Customer Service Manager may need access to invoice reports to follow up with customers, but should not have visibility of overall business performance metrics.
More granular report and dashboard permissions would allow businesses to protect sensitive financial information while giving staff access only to the data they need.
1 voteThanks 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 - Profit & Loss comparisons
P&L Historical Comparison Widget - Being able to see either as a line graph or table, how this year, quarter, month, etc compares with previous periods. Top level numbers like on the mobile app, but with variance or % increase/decrease
1 voteThanks for sharing your idea, Jon. This is something we'll start to feel out the interest in here and I'll share if there are any updates planned for this.
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Homepage | Invoices owed to you widget - Change message for overdue invoices
The text that says '1 of 3 overdue' is so misleading. I took it to mean there were 3 overdue invoices as the the whole line is red. I kept looking for the three overdue invoices, but there weren't three, there was only one. Maybe I'm just dumb, but there's got to be a better way of saying that.
1 voteAppreciate users may read this message differently, Nicola. We're listening to feedback about the new Homepage closely so we'll begin to get a gauge of others that find this confusing here.
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2 votes
Hi Paul, there is the Cash in and out widget? Or is there something specific in this that you're after? Thanks
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1 vote
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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dividend avalability
other platforms have the ability to calculate dividends as per the attached, something like this would be good and pretty basic in my opinion, surprised it isnt already there
1 voteThanks 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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Combine the invoices Owed & Bills to Pay tiles to show short term cashflow impact
Combine the invoices owed & bills to pay tiles into a single column chart tile, which gives a better visual representation of the immediate short term cashflow impact of the flow of cash in and out.
If this is not possible - then allow the ability to lock the vertical axis scale on these widgets, (or automatically synchronise the Y axis to each other) so they can be placed side by side and give a relative view of money in vs money out.
1 voteThanks 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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Bank feed showing as last updated Jan 1 but it used to show that no bank feed had been set up.
Bank feed showing as last updated Jan 1 but it used to show that no bank feed had been set up. Please can we go back to the more meaningful description.
I've been asking new clients to check their bank feed when I should have still been chasing them to set it up. Now they're totally confused.
1 voteThanks 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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Significant time savings with payments
Create an aba file of payments, by supplier, with bank account number so that they can be imported into a bank system. IE as Direct Credit payments. Can either be singular transaction or batches
1 voteThanks 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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I would like to add my own widget, ie 'Cost of Goods' and 'Salaries' and Sales Income
Customisation of widget request, ie Add New Widget >> Select certain costs >> Select certain incomes. Show chart month by month.
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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Date format currently showing 'Statement balance (Month Date)', instead show 'Statement Balance -DD-MMM-YY'
Date format currently showing 'Statement balance (Month Date)', instead show 'Statement Balance -DD-MMM-YY'
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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Add a colored line to the bottom of each feed to quickly identify types of accounts. Checking, savings, or credit card account
Allow for a line at the bottom of each different type of account to quickly identify the different accounts such as checking, savings, credit cards etc.
1 voteThanks 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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not tested
I've just seen the below - should this not have been done before inflicting this upon us all. Did Xero learn nothing from the catastrophe that was the new invoicing a few months ago? Do they not talk to customer groups before changing our UX... As someone who is neurodivergent this is a HUGE issue for me.
In discovery · Kelly Munro (Community Manager, Xero) responded
Hi team, as you may have seen from our Designer Jen's message this idea is in discovery with the team now doing some testing on early concepts.We'd love to have your input as…
1 voteThanks 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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I would love to be able to switch off the graphs display of the widgets on business overview page
I would love to be able to switch off the graphs display of the widgets on business overview page so that just the main figures display. That way, I can see all of the relevant information displayed in a smaller area and could switch on the graph visuals if ever needed.
1 voteThanks 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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EASIER TO RECONCILE BETWEEN PAID IN AND PAID OUT
Allow a filter which enables you to only see paid in or paid out at a time. E.g if I only want to see and reconcile amounts paid in it would show purely that and not amounts /statement lines gone out and vice versa.
1 voteThanks 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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Information quick view
add widget that shows invoiced amounts and invoice payments per month as bar or line graph as this could differ from cash flow
1 voteThanks 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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