152 results found
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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!
22 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 - Condensed/compact view with less white space
There's a lot of white space on the page. Can things be condensed more please?
20 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 - 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
19 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 - 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!
18 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 - 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.
16 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 - 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…
14 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 - 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 - 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 - 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
11 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 - Organize and order of bank accounts to mirror in the bank accounts page
Order of Bank Accounts used to be based on the way they were organized from the Bank Accounts page, and then each user could rearrange their Homepage widgets. Now this sorting doesn't seem to impact the way the Homepage is sorted.
AND, if new accounts are added, not only does the old Bank Accounts page order have anything to do with the new Homepage, but new accounts are not automatically added to the dashboard. You have to:
1) Edit Homepage
2) Add Widget
3) Toggle the New Bank Accounts on to Show on the Homepage
4) Save
5) Scroll down…11 votesThanks for the feedback here team, understand how reflecting the order of the bank accounts from the bank accounts page would be useful for some users.
We'll continue to track interest in this here and let you know if there are any updates to the behaviour of ordering planned, however it's not in the pipeline at present.
In terms of showing new bank accounts - the first bank account you add is shown by default. As you add new bank accounts there is a banner that'll show to let you know new accounts are available and you can use the Edit homepage option to choose which widgets you'd like to have shown on your homepage.
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Homepage - Add quick access links for most important features
A couple of customisable quick buttons to take you to your most frequest pages eg. invoices / purchase orders / timesheets
11 votesHi Ian, thanks for your feedback. We don't have plans to enable the ability to add quick access options directly to the homepage but we'll see the support your idea gets here in community.
For the time being, you may find the keyboard shortcuts that are available handy in quickly navigating where you need. 🙂
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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?
11 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).
11 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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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.
9 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 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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File upload | Receipts - Automatically recognise and link to transaction
When uploading a receipt, Xero should recognise the information on the receipt and automatically find the bank transaction or ones similar to match with, like what Quickbooks does. It would make life a lot easier.
8 votesHi Erin, thanks for sharing your idea, and letting us know the changes that matter most for you.
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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