New Homepage

225 results found

1. Homepage | Bank account widget 'Account transactions' button as well as 'Reconcile items'

   The ability to access the setting for each menu item is great.
   The ability to create a sales invoice for billable expenses from the billable expense is outstanding.
   The button to View transactions on each bank account on the home page is excellent but I would like this button for accounts that have items to reconcile as well. Fewer clicksHelp banner on each page. I would like to be able to disable this permanently for established clients.Sales tab.
   Love the "Billable Expenses", Needs to be aboveQuotes. Need to be able to not bill them where I have a project invoice. Just assign the customer.
   Purchases Tab: would like to see  Billable expenses not billed.
   In Settings, Organisation has a Z but not on Payroll screen. Organization details
   Contact setting - need ability to do more like check for duplicates.
   Manual Journals - will have to get used to it  being in Accounting but I like it.
   Connected apps and recommendations - I would like to be able to recommend for leints on this page.

   The ability to access the setting for each menu item is great.
   The ability to create a sales invoice for billable expenses from the billable expense is outstanding.
   The button to View transactions on each bank account on the home page is excellent but I would like this button for accounts that have items to reconcile as well. Fewer clicksHelp banner on each page. I would like to be able to disable this permanently for established clients.Sales tab.
   Love the "Billable Expenses", Needs to be aboveQuotes. Need to be able to not bill them where I have a project invoice. Just assign the customer.
   Purchases Tab:… more

   97 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   1 comment  ·  Homepage  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Michele, connecting with our product team I understand you directly caught up with them on some of these points too. We really value the time you've taken to connect and feedback about these beta experiences.

   I've split your feedback here to multiple ideas so we can track interest in each change separately.

   I've updated the title of this idea to reflect the request to add the Account transactions' button to the bank account widget and you'll find the other idea's I've created on your behalf listed below. 🙂

   • Navigation - Control which apps are recommended
   • Contacts - Warning if entering contact simliar to existing (there was an existing idea for finding duplicate contacts so I added your vote to this)
   • Purchases overview - View Billable expenses not billed.
   • Sales overview - Ability to customise and shift Billable expenses above Quotes
   • Navigation - Setting to turn off help for all pages

   We'll share if there are any updates for these on each idea respectively.

   We'd love to hear if you have more ideas - just start a new one for each idea you think could add value. Thanks!

   Hi Michele, connecting with our product team I understand you directly caught up with them on some of these points too. We really value the time you've taken to connect and feedback about these beta experiences.

   I've split your feedback here to multiple ideas so we can track interest in each change separately.

   I've updated the title of this idea to reflect the request to add the Account transactions' button to the bank account widget and you'll find the other idea's I've created on your behalf listed below. 🙂

   • Navigation - Control which apps are recommended
   • Contacts - Warning if entering contact simliar to existing (there was an existing idea for finding duplicate contacts so I added your vote to this)
   • Purchases overview - View Billable expenses not billed.
   • Sales overview - Ability to customise and shift Billable expenses above Quotes
   • Navigation - Setting to turn off help for all… more

2. 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

   71 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   1 comment  ·  Homepage  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   Great 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.

3. Homepage - Cash in/out Graph ability to set longer period

   Currently this only shows over a 12 month period when in all cases I'd like to see how well each customer or supplier has performed against the same month last year.

   At worst could this not simply be a 15 month graph (as if it were 13 then the previous month/previous year would drop of when everything was in by the beginning of the following month?

   • at best could you select filters to compare even the past 3 years by month etc...
   7 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   1 comment  ·  Homepage  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   We appreciate the feedback on having more controls over the period of the cash in and out widget.

   With the rollout of the new Homepage underway our product teams have a close ear to the ground of feedback and I'll be sure to update if there is any changes planned for the periods of this widget here.

4. Homepage - Monthly Profit and Loss Graph

   The ability to add a monthly Profit and Loss Graph to the dashboard. This feature was available in my old accounting software (Wave Accounting).

   •  

   8 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   2 comments  ·  Homepage  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, thanks for the feedback we've received on this idea. We'd like to highlight that on the new homepage, you'll find Net Profit & Loss is a widget, on the widget you'll find there are a few different date selections.

   I appreciate this doesn't quite achieve the monthly comparative as shown in the screenshot and we'll continue to keep this idea open for votes and share if there are improvements planned.

5. Homepage - Add a tracker for deadlines (such as tax due dates)

   I would like to set and track deadline dates on the dashboard for each client relating to statutory and other submissions (i.e. provisional tax / monthly management reports / tax return submissions / etc.).

   •  

   59 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   9 comments  ·  Homepage  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

   Hi everyone, appreciate the tractions on this idea.

   It's clear that having key tax and compliance dates visible on the dashboard would make it much easier to plan ahead and ensure due dates are met. When those deadlines live outside of Xero, it can mean extra admin and more mental load than necessary.

   I’ve moved this to Gaining Support so we can capture interest and share with the product team how valuable this added visibility would be.