201 results found
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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?
18 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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Homepage - Option to hide notifications (Payment services, switch back to old version, etc)
An option to get rid of the message across the top of the Home page telling us that we can switch back to the old Homepage for a short time. All it does is take up valuable realestate.
18 votesThanks for sharing this, where you'd like an option to hide notifications like this one from the menu banner, and free up some space on the screen.
We've reviewed this. and now it's up to the community to get behind and support it. You might like to share this idea with any colleagues that this could benefit, so they can add their votes and comments about how they'd like this too!
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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.
17 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 - Ability to add attachments to the task widget
A widget or chatbox where you can leave comments for accountant or business owner?
Ability to strikeoff and clear the comments/tasks. Ability to add attachments like screenshots or even videos will be a great feature for this widget.
This widget can sit on dashboard.
17 votesHearing the different ways our customers would find tasks on the new homepage experience most useful is really valuable. Thanks for sharing your interest in being able to attach files with us here.
Right now, our product teams are considering all the feedback we're receiving from our customers on this new experience, and we will share if there are any updates for this with you.
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Homepage - Add widget showing draft bills and invoices
Create widget option to show a list view of draft invoices, and the same for bills.
15 votesThanks for sharing your idea, and letting us know the changes that matter most for you, Joe.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
We''ll keep an eye on the traction this idea gets in the community. Thanks
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Homepage | Invoices owed to you widget - Move new invoice button to top
The "Invoices owed to you" widget NEEDS to have the "new invoice" button on top as before. What do we do with XERO besides accounting? Create invoices, and having to scroll down this widget is useless as ...... (fill in the blank). It's a very simple display change.
15 votesAppreciate you raising this with us here, Fred.
This is something we're monitoring feedback of and would be good to hear from others on your idea here that'd also appreciate this option further up the widget.
As another simple way of creating an invoice there's the keyboard shortcut '/i' that'll open Search with an option to create 'New invoice'.
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Homepage - Cash flow forecast
Ability to show cash flow forecast on the dashboard.
Purpose: Users can easily get the snapshot on how their cash flow projection is doing for their business.
15 votesHi team, as you may have experience we now have Cashflow Manager with Xero Analytics that helps you predict your businesses’ financial overview, cash in and cash out.
We are currently developing a widget to surface these insight to your on the new Homepage. I'll return to share once it's live 🙂
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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.
14 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…
13 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 - 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 - 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…
13 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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Homepage - Automatically update the Widgets
Automatically update the Widgets on the New Homepage instead of refreshing each one individually. This will significantly save time and ensure up to date accuracy
10 votesThanks for sharing your feedback.
To provide some clarity around the updating of widgets in the new homepage - Because some organisations manage very large amounts of data, we’ve updated how widgets load to support the speed and reliability of the experience.
To help the homepage load efficiently, some widgets in these organisations show data from the last 24 hours by default. These widgets are designed to automatically update with the latest figures from the last 24 hours when you log in. If you need to see the most up-to-date numbers in-between the 24-hourly automatic updates, simply click the refresh icon in the top right corner of the widget.
To confirm, this is only applied to organisations with higher data volumes to ensure Xero stays fast and performant for everyone. Thanks
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Dashboard - Quick Access Widget for Favourite Reports
Hi. Could we have a widget which provides shortcuts to the reports we've added as favourites, please?
10 votesHi Terry, it's great to hear your idea on how to make the dashboard work harder for you! Having your key reports front and center would make it more accessible.
Right now, jumping into the full reports menu multiple times a day can feel a bit repetitive, especially when you rely on certain custom reports.
For now, you can use the “Starring” feature in the Reports center. Star your favourites and they’ll appear at the top of the Reporting menu for quicker access. Some users also find it handy to bookmark report URLs in their browser for instant access.
This idea is now Gaining Support, so the product team can see how much interest there is in more dashboard customisation.
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Homepage - Monthly Profit and Loss Graph
The ability to add a monthly Profit and Loss Graph to the dashboard. This feature was available in my old accounting software (Wave Accounting).
10 votesHi team, thanks for the feedback we've received on this idea. We'd like to highlight that on the new homepage, you'll find Net Profit & Loss is a widget, on the widget you'll find there are a few different date selections.
I appreciate this doesn't quite achieve the monthly comparative as shown in the screenshot and we'll continue to keep this idea open for votes and share if there are improvements planned.
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Homepage - Profit & Loss comparisons
P&L Historical Comparison Widget - Being able to see either as a line graph or table, how this year, quarter, month, etc compares with previous periods. Top level numbers like on the mobile app, but with variance or % increase/decrease
9 votesThanks for sharing your idea, Jon. This is something we'll start to feel out the interest in here and I'll share if there are any updates planned for this.
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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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Dashboard - Files Widget to allow drag and drop
A widget for the Files section that you can drag/drop into without having to click top left, then Files.
8 votesThanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate your suggestion for a Files widget on the dashboard with drag and drop functionality.
The community team has reviewed this and moved it to Gaining support, which means it's now open for community votes and comments.
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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.
8 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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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 | Payroll widget for employee leave requests
Hi, on the new dashboard, I don't get or can't see an option for staff leave/holiday requests. It doesn't come up on the task lists either. I feel this might be an oversight, but this could easily be missed.
7 votesHi everyone, thanks for the suggestion—it’s clear that having a Leave Requests widget on the dashboard would make it much easier to see upcoming time off at a glance. We can see how this quick visibility would help managers plan staffing and stay on top of pay runs without extra navigation.
I’ve moved this to Gaining Support so we can track interest and show our product teams how much value a dedicated homepage summary would bring to managers and business owners.
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