New Homepage

193 results found

1. Homepage - Simplify layout

   The beta version of the new Xero layout. updated interface feels overly busy and cluttered, which makes navigation more difficult—particularly for clients who manage multiple bank accounts.

   I believe users should have the choice to switch to the new layout when they’re ready, rather than being automatically transitioned.
   Additionally, clients pay for Xero to streamline their financial management, not to have advertising pushed at them.

   The current design detracts from the user experience and makes it harder to find and complete tasks efficiently.

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   415 comments  ·  Homepage  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, thank you for all the engagement and we can see the growing interest in improvements to help simplify your view of information on the new Homepage and navigate important information and insights with more ease.

   Right now, our team have a few pieces of work underway intended to help with some of the pain points that have been raised here these include:

   • More options for the sizing of widgets so you can reduce these frames and better position this information on your screen
   • More customisation of information within a widget like being able to remove visuals
   • Improving the experience of moving widgets when editing the homepage to make it more obvious when dragging and dropping them to different positions on the page

   We’ve also roadmapped further changes for later this year, once everyone is on the new experience. I’ll share more updates as we progress.

2. Homepage - Resize Widgets

   Homepage seems overly cluttered. Would be great to be able to resize widget tiles & have the ability to change the graph styles

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   83 comments  ·  Homepage  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we thoroughly appreciate the feedback we've been receiving about the sizing of widgets and desire for more flexibility with these.

   Our product teams are currently working on updates to allow resizing of more of the widgets on the Homepage.

   There are considerations that weigh into what's possible' like what information sits within each widget.

   The resizing will work in the same way as what has been provided with the Cash in and out, and Chart of accounts watch list widget.

   I'll be sure to keep you updated here as new widget sizes are rolled out. Thanks

3. Homepage - Set up multiple views (Basic, Intermediate and Advanced)

   Have a few options so a basic user can cut down on the noise and just have bank accounts and the profit graph, for a new user this would be overwelming.

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   71 comments  ·  Homepage  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we appreciate the attention this idea has been getting. It's really good to hear how we can continue to improve the Homepage for our differing customers needs. We understand not all the widgets maybe useful to every user, and the 'Edit homepage' button will let you add or remove widgets to reduce what you see on the Homepage.

   Taking on board feedback we're looking at the sizing of widgets and you'll find the 'Chart of Accounts' and 'Cash in and out' widgets are now smaller by default with an option to 'Make larger' - You can follow further updates for this on the idea here.

   We have plans to dig deeper into possible 'view' options (like the different levels of views being asked here) in the new year and I'll share further updates here when this gets picked up. 🙂

4. Home page - Add Tasks and reminders to take action on

   Tasks. We would love to be able to manually add a task or reminder so that the next time we logged into a clients Xero we can see the reminder to check or do something.

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   45 comments  ·  Homepage  ·  delete…  ·  Admin →
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   In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, as you may have seen from our Designer Jen's message this idea is in discovery with the team now doing some testing on early concepts.

   We'd love to have your input as part of this and if you'd like to take part we invite you to fill in this quick survey. 📝

   While we may not be able to invite everyone into these sessions our team will be in touch over the next few weeks.

   I'll be sure to share any further updates on tyhis with you all here. Thanks!

5. Homepage | Invoice payments widget - Summary of key outstanding invoices

   Unpaid invoices summary or ability to have a customer 'watchlist' on the homepage.

   Recent invoice payments is useful, but I care less about the detail of invoices that have already been paid - that money is in my account. I want to know the detail of what remains unpaid so I can follow up with those customers. It would be great to have a watchlist of customers, their total overdue balance, & average payment days, to be able to monitor on the dashboard. This could be enabled via a simple check button in the customer profile, similar to the CoA watchlist. Much more helpful for debt collection purposes.

   Unpaid invoices summary or ability to have a customer 'watchlist' on the homepage.

   Recent invoice payments is useful, but I care less about the detail of invoices that have already been paid - that money is in my account. I want to know the detail of what remains unpaid so I can follow up with those customers. It would be great to have a watchlist of customers, their total overdue balance, & average payment days, to be able to monitor on the dashboard. This could be enabled via a simple check button in the customer profile, similar to the CoA… more

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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks everyone, we appreciate the appetite in being able to view outstanding or a summary of unpaid invoices from the homepage.

   Being closely engaged and feeding back with our product teams I can confirm your feedback's been taken onboard, however at this time there are no plans for developing a widget of this nature.

   We will keep assessing the votes this idea continues to receive overtime and should there be an opportunity that this is picked up I will be happy to share an update with you all. Thanks

6. Homepage - Ability to cap / fix the number of columns

   I have a wide screen (normal width for a monitor, but wide compared to a tablet or laptop) which facilitates 4 widgets horizontally (the limit, after some testing).

   The widgets take up the entire space horizontally, leaving no space either side, and feels cramped as a result. This is a break from a pretty long-standing web-design principle to which even the page I'm typing this suggestion into adheres (having about 10-15% margin/padding either side of your main content where space allows).

   I'd love the option to cap the number of widget colums to 3 instead of 4 (keeping the width of the columns as they are). This would add half a widget's width to either side of the widgets area and make the space feel more focused.

   The option could be a switch that appears when the user clicks customise.

   Ultimately, I'd just like to be able to pull the content in from the screen edges.

   I have a wide screen (normal width for a monitor, but wide compared to a tablet or laptop) which facilitates 4 widgets horizontally (the limit, after some testing).

   The widgets take up the entire space horizontally, leaving no space either side, and feels cramped as a result. This is a break from a pretty long-standing web-design principle to which even the page I'm typing this suggestion into adheres (having about 10-15% margin/padding either side of your main content where space allows).

   I'd love the option to cap the number of widget colums to 3 instead of 4 (keeping the width… more

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   57 comments  ·  Homepage  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we appreciate and want to thank everyone for feedback on the responsiveness of the new Homepage. This has been shared back with our product teams as they continue to develop this experience.

   At this stage, there are no plans to fix the number of columns when using the Homepage. However, our team will continue to monitor usage on this closely.

   One recent change we’ve introduced is that the Homepage layout can be saved at each screen size.

   For example, if you set up and save the Homepage layout for your laptop and then move to a larger monitor you’ll see this adapt. However, if you ‘edit’ the Homepage and save the layout separately from your monitor Xero will remember the layout for each screen size. You should only need to do this once for each screen you use.

   We’re looking at enhancing the edit layout experience soon to provide more clarity on how it works - I'll update you here when these changes are made.

   We appreciate this process is different to how it worked with the Dashboard. We really value hearing your feedback about changes we make in Xero.

   Hi everyone, we appreciate and want to thank everyone for feedback on the responsiveness of the new Homepage. This has been shared back with our product teams as they continue to develop this experience.

   At this stage, there are no plans to fix the number of columns when using the Homepage. However, our team will continue to monitor usage on this closely.

   One recent change we’ve introduced is that the Homepage layout can be saved at each screen size.

   For example, if you set up and save the Homepage layout for your laptop and then move to a larger monitor you’ll see this adapt. However, if you ‘edit’ the Homepage and save the layout separately from your monitor Xero will remember the layout for each screen size. You should only need to do this once for each screen you use.

   We’re looking at enhancing the edit layout experience soon to… more

7. New Homepage - Track Quotes

   Ability to track quotes and Purchase orders on the Dashboard

   Purpose: This would allow for quick access and visibility of quotes

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   76 comments  ·  Homepage  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks team, we really appreciate the feedback we have received and how having more visibility of quotes within the new Homepage would be useful to customers.

   With a close eye on all ideas in relation to our reimagined homepage experience we have a close eye on this idea and will share if there are any updates around this here.

8. Homepage - Bank balance widget chart

   The new homepage layout removed the 6-month historic bank account balance chart, so now we're only left with a 1-month view in the bank accounts tab.

   Can you consider having an option to display the balance history chart on the home page widget once again, or make the chart on the bank accounts tab configurable to display the previous 1/3/6/12 months? It might also be worth considering an option to project the next 1 month balance based upon known income and expenses.

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   Gaining Support  ·  AdminRidhwaan Uddin (Admin, Xero) responded

   Hi there!

   
   

   Thanks for sharing such detailed feedback on the bank balance charts.

   
   

   I’ve categorized this as Gaining Support. While we don't roll back to previous versions of the homepage, I’ve refined your idea to focus on making the balance charts configurable (1, 3, 6, or 12 months).

   
   

   This covers your need for historical data while allowing for future flexibility.

   
   

   Since our forum works best with one idea per post, I've focused on the chart visibility first. I’d recommend raising the "balance projection" as a separate suggestion so it can be voted on individually!

9. Homepage - Search for bank accounts widgets

   To have the search function look up bank accounts by name or number. As we have approx 80 bank accounts in one Xero dashboard scrolling to find the correct one is very time consuming, so a search function would be very handy.

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

   Thanks for your idea, Simone. Gosh that is a lot of bank accounts I can see why a search would help. No immediate changes planned for this but I'll share your feedback with our product team and we'll get a sense of others that'd find this useful from your idea, here. 🙂

10. Homepage - Widget of running total for GST

    Include a widget showing the running total for GST on the period so far

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

    Good to hear the value you'd see in having more visibility of GST from your homepage. Thanks for sharing with us here.

    Our product teams are paying close attention to the feedback we're receiving through this forum, and I'll let you know if there are any updates surrounding this, here.

11. 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

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    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

12. Homepage - Ability to customize

    It would be great for those that have various type of color blindness to be able to change the color, say the user has an issue with the color red or green, being able to change the color would be beneficial.

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    27 comments  ·  Homepage  ·  delete…  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for letting us know changes that could improve your experience with the new homepage. It's great to have your feedback on Product ideas here.

    We're keeping an eye on what our customers are sharing back here and if there are any updates to share we will let you know, here.

13. Homepage - Ability to search unreconciled transactions within the homepage

    Allow searching for unreconciled transactions from the home page.

    81 votes

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

    Appreciate the interest this idea is receiving about the new homepage experience. Thanks for your input!

    It would be good to clarify here - when you say you'd like to search Unreconciled transactions, would you be wanting to do this across all banks at once, or within each bank widget?

    We don't have any plans around this right now, but are continuing to track the interest here.

14. Homepage - Show Purchase Orders

    Show purchases orders on the dashboard, as per this thread! Would be really useful to see what is approved but not billed at a glance. https://central.xero.com/s/question/0D51N00004oQgTxSAK/is-it-possible-to-show-your-purchase-orders-on-the-dashboard?t=1652190558049&searchQuery

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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate the interest being able to see the information that is most important to you or a specific user from the homepage.

    Our product teams are paying close attention to the feedback and what would be most useful to our customers as they continue to develop this experience. Being upfront, Purchase orders widget is not in the roadmap atm, but we will be sure to share of there are any plans made for this, here.

15. Homepage - Ability to remove graphs for invoices and bills

    Please include the option to turn off the graphs for the 'invoices owed to you' and 'bills to pay'. I know people might like seeing the visual, but I just want to see the dollar value, and the graph just makes the widget too big so I can't see the other things I want to see at a glance. Thanks.

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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thank you to everyone that's joined and shared feedback on our new homepage experience, here. Continuing to review and take this on board our team are working on some updates to the Invoices owed to you and Bills to pay widgets.

    The intention is to offer more flexibility in the size of these widgets with the ability to reduce and remove the graph from showing.

    I'll come back to share more as this progresses.

16. Homepage - Lines/border around widgets

    I would like lines around the widgets as I find it confusing to see where each one starts and finishes. When I use the edit homepage option the lines are good.

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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, thanks for feeding back on my last update, it's good to hear how the contrasting has or hasn't helped solve needs for differing users.

    We appreciate further context of your needs here and want you to know this is something our team have still been looking into.

    We now have a piece of work underway that when released will show borders around widgets on the homepage 🙂 Though I can't give timeframes for this as yet, I'll keep you looped in on further updates for this here.

17. Homepage - Global Practice setting

    Would be great to customise the Homepage across all your 450 clients at once via a global setting. Then deal with outliers individually on their own homepage.

    Not sure why it's designed for single org users only. Need a way to do this on scale please!

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

    Awesome to hear you're getting a feel of the homepage, Charles. Thanks for taking your time to feedback on what changes would make the most impact for you.

    I'll make sure to share your feedback with our product teams. For now we'll get a sense of interest from others in the beta here, and I'll keep you updated if any plans for a global setting are made.

18. 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

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    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.

19. 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. They should be under the ones waiting for payment. The old layout is much more user friendly for the everyday user to use. MYOB is looking better every day may have to go back to them and bugger the cost. AND I can ring them and speak to a human!!

    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.… more

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    30 comments  ·  Homepage  ·  delete…  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 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 🙂

20. Homepage - Ability to control what messages and adverts appear

    The Dashboard has been used as an advertising medium lately as well as a messaging medium informing users about Xero's latest acquisition or some new feature they want users to know about.

    The dashboard is a useful feature but distractions on the dashboard kill my productivity. Also, Xero have existing ways to communicate with users (email, xero messages/notifications, community forum, Xero blog etc etc) - they should leave the Dashboard for business use.

    They should also leave support messages for business support use only - have a look next time you contact support - they avoid answering the question but manage to spend many words telling you how good the feature is for you, the feature you are complaining about.

    After all, users pay Xero for this product, we shouldn't have to put up with Xero's marketing messages thrust onto our screens when we are working. I doubt Xero staff have to deal with such interruptions, so why should we?

    And today, I now have 2 places on my dashboard that display messages from Xero, only one of which I can remove. This is my workspace that I paid for - don't break it by put things on there that I don't want. There's a banner across the top (not removable) and what appeared to be a chat window on the bottom right (that I managed to remove before getting a screenshot).

    Who else wants retain some suggestion of control over their system that they paid for so that they can get their work done?

    The Dashboard has been used as an advertising medium lately as well as a messaging medium informing users about Xero's latest acquisition or some new feature they want users to know about.

    The dashboard is a useful feature but distractions on the dashboard kill my productivity. Also, Xero have existing ways to communicate with users (email, xero messages/notifications, community forum, Xero blog etc etc) - they should leave the Dashboard for business use.

    They should also leave support messages for business support use only - have a look next time you contact support - they avoid answering the question but… more

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    71 votes

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    31 comments  ·  Homepage  ·  delete…  ·  Admin →
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    Gaining Support  ·  AdminPaul Hodges (Admin, Xero) responded

    Thanks for your feedback about this.

    The community can now get behind and support this idea.

    Along with votes, other members can now comment to share their thoughts.