201 results found
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1 vote
Hi 👋 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.
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widget
I'd like to see a widget that allows a note to be added to the homepage, it doesn't need to be complicated, just like a sticky note so clients and our team can see any bespoke needs for the account. It could be used for so many different things and be informal. A bit like the discuss box but as an overall discuss widget.
1 voteHi 👋 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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Please add a widget for cash position
Please add a widget for cash position
1 voteHi 👋 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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New Homepage - Formatting options in widgets
I wanted to share some thoughts on the latest Xero homepage redesign after seeing a comment that really resonated with me about how much space the widgets are now taking up and how much more cluttered it is now. From a web design point of view, it’s just not intuitive, it’s cluttered and feels way too full, especially compared to the previous version where the widgets sat nicely in the centre and only took up maybe 50% of the page.
I genuinely believe the homepage experience could be dramatically improved with just a few changes:
Simplify the default data shown…
6 votesHi team, thank you for sharing back with us on the new homepage here.
Right now we are working on developing some of the widgets to allow more control of the view and information you see. As an example we are developing the Invoices owed to you and Bill to pay widgets to provide the ability to resize and change the information that is shown.
We will keep you updated on the release of these here.
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HomePage Idea - New Update
I would recommend this main command like Purchases, Sales, Payroll, Tax Account, Banking should be on the top dashboard; however, its look is very clear, simple, and convenient similar to the old Xero.
1 voteHi 👋 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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cash liquidity ratio
Widget/feature/icon
The old Xero Homepage had a Business Performance/Current Ratio widget/icon, showing an overall progressive graph/tracker line of the Business Cash liquidity current ratio. The new Xero homepage does not have this option anywhere that I can see it. ...?
The Edit homepage options don't have this feature. ...?
Of it is there, it's not clear what it's called or what I need to add....1 voteHi 👋 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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New Homepage - Ability to hide accounts that are no longer needed
Of the seven accounts listed on my homepage, only 3 are now required. Please provide the functionality to hide / remove accounts which are no longer valid and reconfigure the layout to suit a user's individual needs. i.e. by click and dragging the boxes into your own preferred layout.
4 votesThanks for sharing this idea and how the new homepage impacts your workflow.
Right now, you can:
- Use Customise homepage to add or remove whole widgets (including Bank accounts and Chart of accounts watchlist), and
- Choose which bank accounts appear in the Bank accounts widget, and which GL accounts appear in the Chart of accounts watchlist via Select/Edit accounts.
There isn’t a broader option to hide individual GL accounts across the homepage, and this isn’t on our current roadmap, so we’re moving this idea to Gaining support so others can vote and add their use cases.
While we can’t commit to a change here right now, your feedback is logged and will be considered as we continue to iterate on the new homepage experience.
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New Homepage - Toggle to blur sensitive information on homepage
Homepage PRIVACY - If could could please add a button, close to the top of the page, that allowed for sensitive data to be blurred with one toggle on/off. Sometimes you may still want to login and use something in a more public space, or perhaps show someone something in the system, but you do not want all your figures on display. I think this is quite an important one.
25 votes✨ Thanks so much for sharing your feedback on being able to blur or conceal sensitive bank information on the new Xero homepage.
Our community team have reviewed this idea and it’s now in Gaining support, which means it’s open for votes and comments from other customers who’d also benefit from more privacy controls on the homepage. ✨
While we’re still exploring additional options but there are a couple of protections already in place today:
- ✨ Access to banking information on the homepage is controlled by user roles and permissions, so only users with the right level of access can see sensitive banking data. This is the Invoice Only permissions.
- ✨ You can customise the homepage to show or hide bank accounts, so you’re not surfacing accounts you don’t want on your dashboard.
We’ll keep monitoring the interest and the use cases shared here as we look at how to…
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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…
2 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 - 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
9 votesThanks 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.
3 votesAppreciate 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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1 vote
Hi 👋 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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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 voteHi 👋 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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New Homepage - Ability to add custom widget
Customisation of widget request, ie Add New Widget >> Select certain costs >> Select certain incomes. Show chart month by month.
5 votesThanks so much for taking the time to share this idea with us.
Right now, the new Xero homepage doesn’t support creating your own fully custom widgets. You can customise which of the existing widgets you see, change their order and (for some widgets) adjust their size, but there isn’t a way to build and plug in a brand‑new widget type yet.
We have moved this to Gaining support, while we can’t promise if or when custom widgets will be available, votes and comments on this idea are really valuable, so please keep adding any specific examples of what you’d like a custom widget to do. That kind of detail really helps our product team when they’re exploring what to build next.
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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.
2 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 | Net profit and loss - 12 month view
I REALLY want a rolling 12 month turnover, VAT threshold warning.
3 votesThanks for sharing with us here. We're keeping a close eye no the support for ideas around the new homepage and will watch interest in this idea grow. I'll be sure to share if there are any plans made for this, here.
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Homepage | Account Watchlist | Gain/Loss Colour Coded Against Budget
Would love to a visual queue on the accounts watchlist to show if the target has been met compared to the budget. Could the actuals for the account have the font colour coded depending on the budget variance.
1 voteHi 👋 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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My inventory asset value has the biggest impact on my future bank balance
Inventory value on home page.
INVERNTORY + BANK BALANCE + INVOICES = money in
minus bills out = net worth in cash terms.
Assets and depreciation and all that accountant stuff isn't real money.1 voteHi 👋 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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new
Why cant you just leave it be. When you get used to one version it is then changed and you will have it by a certain date, no choice. As with everything else nowadays theres more and more information to take in. When trying to run a business theres enough to do without having to navigate more information and menu after menu
1 voteHi 👋 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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Saving time and effort.
Allow task shortcut tabs across the top bar for regular actions. Make these editable and moveable like you have with the new homepage. ie: a shortcut to "create invoice", or any of the many varied tasks that individuals may or may not use.
1 voteHi 👋 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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