222 results found
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Dashboard - Allow custom or extended timeframes (12+ months) for Cash In and Out widget
Can we be allowed to change the time selection on the cash in and out view (eg to 12/13 or even 18 months?) seems to be stuck on 6 months for me. I think to see trends you really need to see at least a year
13 votesHi there, thanks for the suggestion!
You're right that the current 'Total Cash In and Out' widget is fixed to a 6-month view.
While you can see longer periods by running a Cash Summary report, I understand that having that 12 or 18-month trend visible immediately on your dashboard would be much more powerful for spotting seasonal patterns.
I’ve classified this as 'Gaining Support' to see how many others would like more flexibility with this widget's timeframe
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Homepage - View Notes for overpaid invoices
Critically important to our business is being able to easily view 'notes' on overdue invoices next to their overdue amount in a list. No additional click thorughs with each individual invoice number as is the current system.
Knowing when a reminder was sent and being able to view what their latest response was in a list form would massively help with managing unpaid invoices.
We create separate spreadsheets to track overdue invoices and bad debt which is inefficient.
This should be resolved with a quick view in the dashboard to ensure better debt management.
Please13 votesThanks for sharing how we could make the new Homepage more useful for you, Harry.
It'll be good to understand the volumes of users that would also find this useful from your idea here - Make sure to also share your idea if you have colleagues that'd also find this useful and they can vote here too.
Our product teams are paying close attention to the feedback we receive on this here and I'll share if there are any updates.
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Homepage - Widget for month end review
I love the new homepage and how I can customize to make it less busy. I also love the Task widget. It would be great if there was a month end review widget showing a list of bank and credit card accounts with the last reconciliation date.
13 votesGreat to hear the information that would have the most meaning to you. Thanks for sharing through Xero product Ideas.
Our product teams are carefully reviewing the feedback we're receiving from our customers on this new experience and if there are any updates we will let you know.
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Homepage - Projects widget with time and amount visuals
Hi,
My first thought is that the home page is overly busy. The graphs are great but there is A LOT going on. We have more than one bank account so that would make the homepage even busier. The task widget is a great idea but the recent invoice payments and chart of accounts aren't really useful for us. We would want to remove widgets that aren't used.It would be great to have a projects widget showing project time use and amount on the homepage.
Love the improved navigation at the top especially the reporting and tax tabs. This…
12 votesThanks for sharing your thoughts on the new navigation and homepage, Louise! I've just updated the title of your idea to help other members find and we can track the interest in a Projects widget.
We also have a couple of ideas related to simplifying the layout like you mentioned, and another for bolding of the navigation headings that you may like to vote for.
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Homepage | Chart of Account Watchlist - Only show accounts with a balance
Chart of Accounts Watchlist
I would like it to only show some accounts if their balance does not equal 0
Rather than reporting it when the account is 0 and just occupying space.This would be useful for Wages Payable, Superannuation Payable, Suspense accounts and various other accounts
12 votesGreat to get your feedback on the changes that would help you within the new homepage - Thanks!
We're watching the traction this receives closely and will share if there are any updates.
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Homepage - Condensed/compact view with less white space
There's a lot of white space on the page. Can things be condensed more please?
11 votesReally good to get this sort of detail about aspects of the homepage that you feel could be condensed or removed to help with your experience of the homepage. We're continuing to get an understanding of community interest around this and hear any further detail of where within the page you feel space is unnecessary. Thanks
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Dashboard - Ability to set default dashboard for all users within the organisation
When customising the homepage view, it would be helpful to have the option to set that customised layout as the default view for all users.
This would make sure everyone logging into the file sees the same key information and widgets to keep everyone aligned
11 votesThanks for sharing this here. Currently the reason for this functionality to not exist is because the home page for all users may not appear the same. In particular, the users with the same permission roles will get the same view.
We've moved this idea to gain more support from the community. You can share this with your peers and colleagues so they can add their vote onto it as well!
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Homepage - Select multiple invoices
Permanently give the option to stay on the old set-up homepge.
New one is horrendous! Can't select multiple invoices? And if I can then its impossible to workout how.10 votesHi Tim, trying to better understand the point you've noted on selecting multiple invoices can you share more on the process you're taking here and what you used to do in the previous Dashboard?
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Make the DRAFTS invoices more obvious so they dont get missed. The button is too small
Make the DRAFTS invoices more obvious so they dont get missed. The button is too small
I needs to have some sort of alert or red notification that an invoice has not been sent yet, or is sitting in draft. As we use external software to send invoices to draft in xero, things can get lost easily.
10 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 - Add a "Tax and Reporting" quick-link widget to the Dashboard
New layout is great now I've got used to it. I do miss the Tax and Reporting box where I had quick links to useful items such as VAT return, CIS return. Could you add this as an optional widget on the new dashboard please? Thanks.
9 votesHi Andrea, appreciate your sharing on how having a “Tax and Reporting” shortcut on the dashboard would make accessing tax returns and key reports quicker and simpler. Navigating through multiple menus can slow things down, especially when deadlines are looming.
In the meantime, you can access your VAT return directly from the Tax menu on the navigation bar for quicker access.
I’ve moved this idea to Gaining Support so we can track interest and show our product teams how much this shortcut could help make compliance tasks faster and more efficient.
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Homepage | Bills Awaiting payment - Filter out expense claims
Filter out expense claims from Bills Awaiting Payment
I input my own money occasionally into the business & don't require paying back, so the expense claim is left "open" & shows up on Bills awaiting payment - thus confusing the amount owing to Bills I have outstanding.
9 votesThanks for sharing your idea, Mark and feeding back on the new homepage.
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!
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Stop changing stuff for the sake of changing it or to justify your constant price increases. New changes are absolute ****!
Stop changing stuff for the sake of change or to justify constant price increases. Newest changes are just ****!
8 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 - Compact table-view widget for bank accounts
Please add a widget on the homepage that displays the bank accounts in a simple table format, including the account name, balance, and transactions that need reconciliation.
Overall, the new layout takes up too much space, making it difficult to fit essential information on a screen.
A more compact view without unnecessary elements would be appreciated.
And also the optin to disable popup adverts!
8 votesHi team, as we continue to closely monitor feedback about the new Homepage we really appreciate your input and feedback on the view of bank accounts here.
We understand how having a more compact view of all bank accounts to see the information you need at a glance would be useful and are picking this idea up to dig deeper. I'll be back to share any news around this with you all here. Thanks
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Homepage - View recent file uploads
Widget or badge to show if there have been new files uploaded by the client or colleagues since your last logon.
8 votesAppreciate your feedback and hearing what information you'd find most useful to see from the new homepage.
We'll start to track the interest from the community in this here, and will share if there are any updates.
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Homepage - Business Performance dashboard
I would like the Business Performance graph to remain. Its a useful visual and instant reminder of the performance.
Additionally adding the VAT liability to the home screen would be extremely useful. Yes I know it changes daily, however a good insight for business and management of cash flow in an instant (without having to produce reports).
The contents of the proposed Task Bar is just a duplication of information that's already on the home screen therefore not useful to add them collectively on 1 widget. To be able to add our own written task and reminders on a calendar…
8 votesReally good to hear you exploring the new homepage, Estela.
We ask that each idea is contained to one feature request so that it's easy for other members to understand what they're voting for and we can best keep you updated on any progress on a feature. I've slightly amended the title of your idea here for the first you've shared on the Business Performance dashboard.
We appreciate hearing how you find this useful, however we want to be upfront that we don't have intentions of adding this to the new Homepage, to make way for new features that will be coming soon. You'll be able to continue accessing key information from the Business Performance Dashboard page.
The Tax & Reporting widget has been replaced by a new sales tax widget, and depending on your region this will be available in the next 12 months. We also have an idea…
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Minimal mode option for bookkeeping
I would like to share feedback regarding the new homepage layout.
While I appreciate that updates aim to improve functionality and modernise the interface, I experienced the new layout as visually overwhelming and cognitively heavier than the previous version.
Some specific observations:
Increased visual amplitude
The larger card sizes, expanded whitespace, and increased typography scale make the dashboard feel more dominant and “loud” compared to the previous compact layout.Greater visual emphasis on charts
The taller and more prominent graphs draw strong attention, even when I simply want to access operational data quickly. This shifts the tone from a bookkeeping…7 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Profit & Loss Report Widget on New Home Page
Can you restore the "Month to Date" or "Current Month" for the Profit / Loss widget. It is available on the mobile app and was on the old layout. Currently we only have the "previous month" as an option for month.
Having the month available helps keep sales team up to date with targets without having to go through the extra steps of generating the report via the menu.
7 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 - Show bank feed refresh/loading status
When refreshing the bank feed we used to get a "loading" type of notification on the old layout on the homepage when it was actively refreshing. Now nothing seems to be showing but when I switch back to the old layout I can see that it's "loading" (or if I click on the bank itself).
It's helpful to know if the feeds is "thinking" or not so I don't prematurely bug the client to fix on their end. And an overview of all the accounts that are loading is nice instead of having to click on each one. Thanks!
7 votesHi everyone, it does sound like a bank feed status indicator would be a really helpful addition, giving you a quick sense of whether your imported statement lines are fully up-to-date or still processing.
We understand how important it is to have that confirmation—without a clear visual cue, it can be hard to tell if the feed is still loading, has completed, or if something has gone wrong. Knowing the current status at a glance helps you trust the numbers and act quickly if there’s an issue.
As such, we've moved this idea to Gaining Support so we can track interest in making bank feed status more visible on the homepage. It would be great to hear from the community and understand how this could make a difference for everyday workflows.
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Homepage | NZ Tax - IRD's Live Filing Statistics as a Widget
With the XPM link to MyIR START, is it possible to have IRD's live filing statistics for the agency as a widget.
7 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 | Bills to pay - Ability to drag & drop files for bills
Provide a widget where you can drop any bill, expense or invoice, right on the homepage for Xero to analyse.
7 votesHi Tom and John, not a direct drag & drop to a widget on the homepage, however from the 'Bills to pay' widget you can click Add bill > Upload bills which will direct you to Bills and pre-open the upload modal. 🙂
This isn't something we have direct plans of right now, but will get a feel of the interest from the community for the idea here.
It'd be good to track interest in this feature for Bills and Expenses separately as widget enhancements would typically be reviewed individually. I've created a new idea for this in Expenses and added you both to this for any updates.
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