192 results found
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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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Invoices owed to you - Add column for 'Last week'
In the old version I had an additional column where I could see invoices owed for "last week". This has now been removed and all invoices for last week are in the "older" column. I would like this column back as I found it very useful. I would need to be able to resize the widget in order for this to fit on my screen because there is so much white space to the right of my laptop screen that this widget is cutting off slightly to the right.
1 voteThanks for sharing your feedback on the new Homepage, Liana.
Appreciate hearing how this column was useful for your business workflow. We'll start to see the support this idea gets, here.
I've also added your vote to this idea around the whitespace - If you'd like to add any further detail on where on the page whitespace is most prominent for you.
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Homepage | COA watchlist - view all selected accounts
Please put back the full Watchlist view. The idea of a watchlist is to be able to see at a glance what accounts we need to keep a watch on. It's not 'at a glance' if the list isn't in full view and we have to scroll down.
Also, please remove the advertising and banners that clutter the homepage.3 votesAppreciate the feedback, Carol. Can see how if you've selected a large list of accounts to keep on your watchlist how scrolling the widget could be frustrating.
I want to be honest that we don't have any plans for extending out this widget further atm, however we'll start to get a sense of the interest from your idea here and I'll share if there are any updates.
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AU Payroll - Add employee overview calendar to widgets
Add employee homepage calendar to main homepage as a widgets. You have no idea how many employee birthdays i have missed and that would solve that problem!!!! Sounds like an easy one
3 votesThanks for sharing your idea about better visibility of the payroll overview calendar.
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 - Show Gross Profit
Gross Profit Widget pls ASAP.
This was always the first thing I looked at on my old homepage. I love the addition of Net Profit - Thanks4 votesGreat to hear you find the Net profit or loss widget useful! We're continuing to stay close to the pulse of feedback on the homepage here, so I'll be sure to let you know if there are any plans made for adding Gross profit or loss.
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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 - Show business specific email address information in homepage
Suggest you make the business specific email address easier to find, like it used to be, as the current long winded process to find it is very time consuming to pull up even for 7yr users of Xero
1 voteHi Sandra, would be good to get more detail from where you'd find the email most helpful to access?
To highlight where you can currently retrieve these;
- For emailing files to your Files inbox just click the organisation's name, select Files. From this page you'll find the unique email from the 'Email to Files inbox button in the top right
- For emailing bills to your organisation click Purchases > Bills. From the New bill drop down you'll see a quick option to Copy your forwarding email address.
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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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Homepage | Cash In & Cash Out - differentiate P&L items or Balance Sheet Items.
The Cash In & Cash Out tab could benefit from the ability to determine if the cash in OR cash out is from P&L items or Balance Sheet Items.
For instance if a large cash injection occurred from the director you'd have a large cash in, which wouldnt match the profit. In contrast, a payment of liabilities for tax/gst may impact cash flow and skew the results for cash out.
The suggestion would be for a stacked/filtered view on the IN and the OUT bars, to either display the stacked cash in (on top of each other), for P&L and…
4 votesGreat to get your feedback on the Cash in and out widget from you here - Thanks for sharing.
We don't have any plans of this nature just atm, but will be keeping a close eye on the appetite of this here and I'll share if there are any updates.
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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 – Frequent supplier list - copy or edit bills
Homepage idea: If there was a window with often used suppliers that you could just click and quickly copy or edit a bill.
1 voteAppreciate you bringing this up, Skubi. A Frequent Suppliers widget where you could quickly copy or edit bills sounds like a really handy time-saver for your data entry. We understand that having to search for a supplier or navigate to the full Bills screen each time can slow down your workflow.
As you may be aware, you can use Repeating Bills to automate recurring costs, which works well for regular expenses. You can set the bills to be created as drafts which will allow you to edit it before approving.
I’ve moved this idea to Gaining Support so we can track interest and share it with our product teams. This helps highlight how a shortcut like this could make managing accounts payable smoother and faster.
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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 - "Renew HMRC Connection" link in the VAT Returns widget
VAT status in home page needs to link to HMRC to renew link as on old version. For reasons I don't understand the link does frequesntly need renewing. I had to switch back to old version to do this today.
3 votesHi everyone, thanks for raising this.
We know that when your HMRC connection expires, not being able to renew it directly from the dashboard can slow things down.
For now, the best way to reconnect is to head to Tax > VAT Return, then follow the prompts in settings to reconnect to HMRC.
I’ve moved this idea into Gaining Support so we can keep track of interest and share your feedback with our product team. It’s clear that having a simple “Renew” option on the VAT widget would make things easier, and your input helps us build a stronger case for it.
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Homepage - Include items to review and drafts in the tasks widget.
Please can bills to review, invoices to review, expenses to review be included on the tasks widget. This was really clear in the old homepage design and now the things to do are hidden among all the bank accounts, which were previously grouped together nicely.
5 votesAppreciate hearing your feedback on this here. I can assure you our teams did a lot of testing with all aspects of the homepage prior to it's rollout however we totally understand there are different views of what information would be most valuable, where. This is exactly the type of thing we're keen to hear and understand the appetite of through product ideas.
Just to confirm, while slightly changed in terms of placement it's possible to view Drafts for Invoices and Bills in their related Invoices owed to you, or Bills to pay widgets.
This is now found beneath the graph where you can click the 'x' drafts text to go straight to the list of draft invoices (or bills).
We don't have any immediate plans for changing the placement of the Drafts link within the Invoices owed to you, or Bills to pay widgets however we'll begin to get…
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Homepage - Link to Drafts at top of Invoice and Bills widgets
What a ridiculous page the new layout is. I tried to add a new bill to Xero, I went back to the NEW layout Bills to pay - nothing added, I tried again still nothing. I have to scroll down to find the draft bills at the bottom of the widget. More efficient NO, time consuming YES what a waste of space this new layout is. Wouldn't you think you'd have the Draft bill under the ones already approved not way down at the bottom. It's the same with the Invoices waiting for payment they are right at the bottom.…
72 votesHi everyone, we really appreciate your feedback and the growing support this idea has received. Our product teams have been taking on board all that our customers have shared back on the new Homepage and are currently working on improvements to the sizing of some of the widgets including the Invoices owed to you and Bills to pay widgets - The intention is to provide a smaller widget size in which drafts will be shown beside the chart instead of below, helping the visibility and ease of use as you're after here.
I'll be sure to round back and update you when this is delivered 🙂
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Homepage - Ability to add multiple copies of the same widget with different filters/periods
Allow duplicate widget tiles
For instance, allowing us to have a tile for 'Net profit and loss - year to date' AND a tile for 'Net profit and loss - last quarter' etc. without having to switch the one 'Net profit and loss' from year to date to last quarter.
Also being able to specify a 'tracking category' for any given tile would allow us to separate PnL at a glance without having to go through the reporting to do so.
4 votesHi everyone, thanks for sharing this idea. Being able to have multiple versions of a widget would make it much easier to compare different data points at a glance—like this month’s sales versus the same period last year—without constantly adjusting filters or date ranges.
I’ve moved this to Gaining Support so we can monitor interest and show our product teams how having extra widget flexibility could help you see key comparisons more efficiently and get a clearer view of your business at a glance.
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Homepage | Banking widget - Option to update feed login details
The 'update feed login' isn't available under the dropdown on the new page
3 votesHi everyone, thanks for sharing this idea. Being able to update bank feed login details directly from the dashboard would make it quicker to resolve connection alerts and keep your bank feeds running smoothly. We can see how having that action available right where the notification appears would help you get back to reconciliation faster.
I’ve moved this idea to Gaining Support so we can track interest and give our product teams visibility into how helpful a direct “Update login” option on the dashboard banking widget would be.
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Homepage - Ability to show Invoices owed on a net basis
Show invoices owed on a net basis
2 votesThanks for your feedback, Mark. We're getting a gauge of user interest in different features as we continue to evolve the homepage, and will keep a close track on your idea here.
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Homepage - Add Widget For Cash Manager
Adding Cashflow manager view into the dashboard is a helpful view to have. It will not only promote the idea of using the cashflow manager but for those who use it, will start giving dashboard views on cash forecast, balances and risks as cashflow management is an active part of small business users sensitivity.
5 votesHi community, this is an idea we've ben considering and can confirm is in development wth our product team now.
I'll share another update with more information on this once it's live!
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Homepage | Cash in and Cash out - Split by Business and Owner drawings
Allow 2 categories of Cash Out since i am a sole trader and my drawings are included in cash out so the widget is useless if i cant either exclude drawings or split cash out between Busienss Cash Out and Owner Drawings Cash out. Just keep the Cash out bar but split into two colours so that you can see Cash out Business and Cash out Drawings.
4 votesAppreciate you sharing the need in this split of the cash in and out widget here. We're tracking the ideas we receive on the homepage closely and I'll be sure to share if there are any updates planned for this, here.
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