26 results found
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Reports | One click simple links to : Activity Statement ;Profit and Loss; Balance Sheet
I want the one click simple links to :
Activity Statement
Profit and Loss
Balance SheetNot the territory wasting layout and search with multiple key strokes etc to find - as seen on the new.
KEEP IT SIMPLE - WHY CHANGE FOR THE SAKE OF CHANGE?
The layout is too cluttered and far to big - I cannot use it in the so called "new" format - give us back more control to resize it back to the way it was or the way we prefer.
I do not want to use the whole screen to just see zero.1 voteHi there👋, you can favourite these reports from your Reports Centre so these will be available from the Reporting drop down menu to quickly access from any page.
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New Homepage - Invoice 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 the idea about a homepage widget showing invoiced amounts vs payments per month as a bar/line graph. Xero doesn’t currently have a single widget that shows “total invoiced” and “total paid” per month side-by-side, which is why you’re not seeing exactly this on the homepage.
You can, however, see similar information in a few places that can be added or surfaced as widgets:
- Invoices owed to you (homepage widget) – shows amounts owing over time (Awaiting payment vs Overdue), so you can see what’s still to be collected.
- Short-term cash flow / Cash in & out (homepage & Analytics) – bar/line graphs of cash in and cash out over time, which you can add as widgets to understand actual cash movement.
- Reports (e.g. Invoices / Aged receivables / income reports) – give more detailed invoiced vs paid by period views; you can favourite these for quick access.
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Unsubscribe doesn't work
I agree. UNSUBSCRIBE DOESN'T WORK!
I can't get off this forum....have been trying for the past month. Clicked Unubscribe to 20 or so emails to no avail. Still getting emails about homepage. Please fix it!!4 votesThanks so much for bringing this to our attention and for your patience while we looked into it.
If you’d like to stop receiving these emails, please follow the steps below to unsubscribe:
- Go to Xero Product Ideas (the site where you left your homepage feedback).
- Sign in using the same email address you use for Xero.
- Click your name in the top-right and choose Settings.
- Go to the Activity tab.
- Under email notifications, untick any checkboxes for ideas or forums you no longer want emails about.
- If a Save button appears, click Save to confirm the change.
After this, you should stop receiving further emails about new comments or updates on those ideas.
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Homepage | Bills - View draft
Please add 'Bills in draft' in the Tasks widget, not just 'Bills awaiting approval'.
2 votesHi Josie, this is actually available within the Bills to Pay widget it's just been placed beneath the graph.
If it's something you'd find more handy at the top of the widget you may like to also add your vote to this idea.
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Homepage | Invoices owed to you - View drafts
On the "Invoices owed to you" widget, I'd like to see a "Draft Invoice" total, please.
I often have multiple projects, with invoices waiting in drafts, until the projects are confirmed. A Draft Total would help me see what's potentially coming down the pipe.
Cheers
1 voteHi Peter, the total of Drafts is there it's just placed underneath the graph 😊
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Under the invoices owed to you,
Under the heading "Invoices owed to you" it was nice to actually have the extra line at the base showing "Awaiting Payment" so one click and your there rather than opening all invoices and then selecting awaiting payment. I used it a lot in the old version.
1 voteHeya Robert, thanks for feeding back on your experience. You should find the total of Awaiting Payment an option to click through to the list of invoices at the top of the Invoices owed to you widget. I've attached a screenshot for reference 🙂
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on home page all of your accounts should show on not just those requiring reconciling how do you get to your accounts from the home page ifi
The home page all of your accounts should be showing, not just those accounts requiring reconciling
1 voteHi Lydia, you can Edit Homepage to add more widgets. It sounds like you may want to do this to add the widgets for bank accounts that may already be fully reconciled. It's possible to show widgets for bank accounts that don't need reconciling.
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Navigation - Search from the homepage
Have a search bar function on home page
1 voteHi Samantha, Search is currently available from the new Homepage. Is it possible you're viewing Xero on a reduced screen size? If so you may just want to click the 3 dot overflow menu where you should see this option.
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Homepage - Outstanding reconciliations
In the old format, bank accounts used to show how many reconciliations needed doing. Can this prompt please be re-added! It was really useful
1 voteHi Christie, thanks for sharing your thoughts on seeing outstanding reconciliations right away. It’s definitely useful to know exactly what needs your attention as soon as you log in!
At the moment, the Bank Accounts widget will show “Reconcile X items” if there are any statement lines waiting in that account. Alternatively, the Tasks widget gives a summary of reconciliation items across all your bank accounts. If you want, you can also use “Edit dashboard” at the bottom of the page to move these widgets to the top or hide accounts you don’t check as often.
Because this functionality already exists, I’ve marked this idea as Existing Functionality. For tips on getting your dashboard set up just the way you like it, the Customise your Xero homepage article on Xero Central is a great resource.
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Homepage | View overdue invoices
Invoices owed to you as a widget showing the old format - drafts, awaiting payment and overdue without having to click through to find it.
2 votesHi Abi, within the new Homepage there is also an Invoices owed to you widget - perhaps you just need to Edit the homepage to add this to yours? You'll be able to see the amounts you've noted from this widget and click through to view the associated invoices in a list.
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Homepage | Upload Bill button on the homepage
Place an Upload Bill button on the home page. One of my most common daily tasks is to upload new bills. Currently to do this I have to go to Purchases | Bills | New Bills | Upload bills. I could forward emails to have them upload to drafts automatically or use the Opt-Shift-U shortcut, but having a quick Upload Bill button accessible from the homepage would save a lot of time.
2 votesHi Andrew, this is possible from the Bills to pay widget. If you click the Add bill button you'll get the option to upload or create manually. 🙂
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Add a "new Invoice" button to the homepage
Add a "new Invoice" button to the homepage to save clicking through a couple of pages. This in a submenu on the previous homepage but not on the current one
4 votesHi James, there is a 'New invoice' button from the Invoices owed to you widget on the Homepage. It's just move placement from where it used to be. 😊
Alternatively, there are a couple of other handy shortcuts
- Use the '+' icon in the top blue navigation, or
- Type '/' to open the global search and type 'i' where you'll see an option for new invoice
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Navigation - Change position from left to top
Having the side menu on the home page requires an extra click to view items, before even clicking an item which is frustrating. I suggest moving the navigation menu back to the top on all pages so it is always visible and easy to access.
1 voteHi Nicola, just returning to your idea and testing a little more it sounds like you maybe viewing Xero in a very narrow mode - for example as a half screen width. Xero's new navigation is responsive so if the page is narrowed the menu you will move to the left side of the screen, whereas if its widened you'll find the navigation shows at the top of the page.
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record keeping for sent invocies
A record of all sent invoices, to whom and the time and date they have been sent.
And how many late payment reminders have been sent to the contacts
list? How many invoices have been sent to this contact?This will be really great for record-keeping.
2 votesHi! Did you know it's already possible to do this in Xero?
To view a full detailed log of your invoice, you can click into the invoice, and from the bottom of the screen, click on "History and notes" which will provide you a breakdown of when the invoice was approved, sent to the customer and to which email, and if reminders have been sent for late payments for the invoice.
To ask questions about using Xero in community you can post or join Discussions on Xero Central. Thanks
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Privacy of profitability
I don't want people with standard access to be able to see the Profit and Loss of the company.
5 votesHi Ryan, we completely understand—profitability is highly sensitive, and you want to make sure only the right people have access. Protecting your financial privacy while still letting your team do their work is a top priority.
This level of control is already built into Xero’s User Roles. A Standard User has access to run reports by default, but this permission can be removed from their user role if needed.
The Net profit or loss widget on the dashboard is linked to the Reports permission. If the Reports box is unchecked, the Profit and Loss widget will be hidden from their homepage, and they won’t be able to access the P&L report itself.
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1 vote
Hi Kim, you can actually still do this within the new Homepage. From the Invoices owed to you widget there is a 'New invoice' button. It's position has just moved a little from where it was in the dashboard. 😊
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Save a lot of Time when switching between menus.
Add the Bank Feeds as a Seperate Item in the top menu, where currently Home, Sales & Purchases is. This would shorten the movement between modules. Currently I have to click Home, then select the bank to reach the Bank Feeds
1 voteHi Valerie, thanks for sharing your feedback! We get that being able to jump straight to your bank accounts from the dashboard would save a few clicks when you’re in the flow of daily bookkeeping.
Right now, your bank accounts are accessible via Accounting > Bank Accounts. Alternatively, you can use the shortcut ?/ then type “ba” to go directly to your bank accounts—it’s a quick way to get there without leaving the keyboard.
Because this access is already available, I’ve marked this as Existing Functionality.
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I'd like everything from the homepage to be able to
I'd like everything I can select from the homepage to be able to open in a new tab when I hold the ctrl button.
2 votesHi there,
Thanks for the suggestion!
I’ve classified this as Existing Functionality because Xero does support "Ctrl + Click" (or Command + Click on Mac) for most links across the platform. If you click on text-based links (like a specific account name or invoice), it should open in a new tab as expected.
However, I hear you that some parts of the homepage, specifically the interactive charts and certain action buttons—don't currently support this. This is because those elements are built as "actions" rather than simple links.
Tip: If a specific widget isn't opening in a new tab with Ctrl+Click, you can usually right-click it and select "Open link in new tab."
If there are specific items that you feel really need this support, let us know!
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Homepage: Widget with Awaiting Payments sorted by due date, overdue in red
One important task is to chase awaiting payments. I don't see any us in the "Recent invoice payments" widget. Overdue invoices are much more important.
2 votesHi Mike, there is also an Invoices owed to you widget, which shows a total for invoices Awaiting payment, and those overdue. From here you can click into the amounts to go straight to a list of the invoices.
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Report - Transactions by Product
we are desperetly like a feature to search customer invoices based on product. so as an example, i input "business cards" then it lists all invoices with this item for us to choose?
2 votesHi team, we understand why being able to quickly see transactions by product is so useful.
Right now, the Inventory Item Details report can give you that breakdown. You can filter by a specific item to see every related transaction—Invoices, Bills, etc. If you want to focus only on sales, set Source = Receivable Invoice to show just the invoices for that item. This gives you a clear view of who bought it, when, and in what quantity.
For broader sales insights, the Sales by Item report is also handy. You can drill into each item to see the invoices behind the totals. We hope this will help you with managing your Inventory :)
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