201 results found
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Homepage - View date bank feed requires refreshing
Please reinstate this notation wthin each access box/widget . It's useful.
"This account will stop importing transactions on ?? ?? ????
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Enhance productivity and speed of access to information.
Quick links to favourite (custom) reports or indeed ability to sum a number of individual chart accounts or a group of accounts
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.
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Homepage - Bubble button navigation
I wish to suggest a possible benefit would be to have bubble buttons to the Sales Overview, Bills Overview, Payroll Overview , Reports Overview ( including Superannuation) ,an Accounts Overview and even banking Overview and a Settings shortcut bubble button. Just above all the widgets displayed to keep it quick and simple . I realise some of these overviews are yet to done, WIP at present.
This approach may make the Homepage dashboard less important, however it will make the program more functional (imo)
The Sales Overview , looks good and is a step in the right direction , thanks…
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.
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Reconciliation process for multiple accounts
I manage multiple accounts and need to be able to display more than 50 on the Home Page - when you take into account all the bank accounts and credit cards we operate. This was allowable on the old Home Page but now alot of our accounts have been cut off. Really not ideal as makes it harder to find and complete reconciliations. Home Page is way to cluttered and messy - needs to be more streamlined as per the old Home Page.
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.
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Custom logo branding in upper left hand corner
Return custom logo branding to the upper left hand corner on the home page. Why remove this? Detracts from and depersonalises the interface. Removing features like this diminishes the experience.
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.
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Can you please add the bank logo back to the
Can you please add the bank logo back on to the bank accounts - We have multiple accounts with different banks and it is was an easy 'quick glance' way to see how different sections of the business was tracking.
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.
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last refresh date
For bank accounts, add the date that the account was last refreshed in Xero. Currently, it only shows the date of the last transaction, but I can't tell if my last feed failed or if there just weren't any new transactions. Seeing the last successful refresh would tell me if I need to refresh again.
(One of my accounts requires MFA every time, so Xero always shows a manual "Refresh" button, and so that doesn't tell me whether or not the feed succeeded.)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.
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Homepage - Button to reset to homepage default view
Provide an option to reset the homepage to default.
Having messed around with it, I want to go back!
5 votesThanks for the feedback here, team. We don't have any plans for enabling the ability to return to a default / initial state of the homepage, for now we'll keep a watchful eye on the support in this idea, here.
However we have a somewhat related idea that our product teams do intend on exploring further around providing template or view options to help users with basic layouts that you may be interested in joining too.
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invoices
When I am doing an invoice sometimes i need to be able to insert a row, not just add to the bottom,to keep it in a certain order
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.
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Draft Bills and Bank accounts
Drafts used to be easy to see from the home page. It is so horrible now. Also, I want the ability to have all my bank accounts on the left hand side, but the widgets need to be balanced across the screen, this is so horrible and now I cannot see any data that was so easily visible. This may be ok for single use file bookkeeping, but when you are heavily involved in 200 files, this new homepage is horrible.
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.
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Quick view of BAS liability
The activity statement widget should have the ability to show my default BAS position for the current period (to present date). ie. what is my liability position with the ATO including GST & withholding
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.
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I liked having the new invoice front and center when signing in guest. Can that be put back on home page?
Would like to have new invoice back on homepage. Thanks
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.
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Homepage - Remove animations
Provide an option to eliminate animations. The growing bars is a distraction, I find myself waiting for the movement to stop before proceeding. I'm here to work, I want the information - I'm not here for entertainment.
3 votesThanks so much for taking the time to share how the moving graphs on the homepage feel for you – I’m really sorry they’re causing frustration and distraction.
We introduced the animations to help bring key information (like money in and out, or what’s owed and due) to life and make it easier to see changes at a glance when the page first loads, rather than having everything appear as a static block of numbers. The bars “rising” from the baseline are there to show the most up-to-date figures and make comparisons a bit clearer, not to get in the way of your work.
That said, we completely understand that movement on screen doesn’t work well for everyone, and it’s important you can focus on your tasks without visual noise. At the moment there isn’t a way to turn these homepage graphs off, or to disable the animation just for…
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Homepage | Bank account - Make Refresh bank feed button stand out
Make the 'renew bank feed' button/message clearer, it doesn't stand out very well on the new layout.
5 votesThanks so much for taking the time to share this, and for calling out how the renew / refresh bank feed experience on the new homepage.
We’ve moved this idea to Gaining support. This means it’s not currently scheduled on our roadmap, but we agree it could improve key banking workflows, so we’re now watching community votes and comments to help us prioritise it alongside other homepage and bank feeds work.
Please keep adding any extra details about your workflow (for example, how often you’re refreshing and how many bank accounts you manage) and encourage others who’d benefit to add their vote — that will help us understand the impact when we’re reviewing future changes to the homepage bank accounts widget.
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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 - Not neurodiverse friendly
It would be great to have the option to display the widgets in list form, like the old display.
As a neurodiverse person, I work in lists. With the old version every time i logged in, i would work my way down the list of accounts, ensuring i would finish before moving onto the next. This is particularly important as we have over 10 accounts.
Currently the page feels cluttered and has no flow. I can speak for the neurodiverse community, that it is a struggle to go into the homepage and not feel overstimulated. I can see 6 blue…3 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.
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description tab so you can search for specific items, - sage has this as a transactional list
if you search a customer or supplier for a specific item it brings up a list of the same items- sage has this as a search in transactions
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.
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Homepage - Organize and order of bank accounts to mirror in the bank accounts page
Order of Bank Accounts used to be based on the way they were organized from the Bank Accounts page, and then each user could rearrange their Homepage widgets. Now this sorting doesn't seem to impact the way the Homepage is sorted.
AND, if new accounts are added, not only does the old Bank Accounts page order have anything to do with the new Homepage, but new accounts are not automatically added to the dashboard. You have to:
1) Edit Homepage
2) Add Widget
3) Toggle the New Bank Accounts on to Show on the Homepage
4) Save
5) Scroll down…5 votesThanks for the feedback here team, understand how reflecting the order of the bank accounts from the bank accounts page would be useful for some users.
We'll continue to track interest in this here and let you know if there are any updates to the behaviour of ordering planned, however it's not in the pipeline at present.
In terms of showing new bank accounts - the first bank account you add is shown by default. As you add new bank accounts there is a banner that'll show to let you know new accounts are available and you can use the Edit homepage option to choose which widgets you'd like to have shown on your homepage.
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Email or mobile notifications for bills
Option to receive reminders about bills due or overdue, to mobile number or email address.
Can chose if you want to receive on the day its due or # of days prior
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.
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Homepage - Reduce font size
Make the font smaller so I can see more on one page, instead of having to scroll down for days. It looks like a children's book! People should get glasses if they can't read the smaller font Xero used to have - back in the good old days!!
3 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.
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