233 results found
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Cash in and Cash out
Allow 2 categories of Cash Out since i am a sole trader and my drawings are included in cash out so the widget is useless if i cant either exclude drawings or split cash out between Busienss Cash Out and Owner Drawings Cash out. Just keep the Cash out bar but split into two colours so that you can see Cash out Business and Cash out Drawings.
4 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.
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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.
4 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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The new layout is harder to follow multiple back accounts and its says "reconciled" when you have items to reconcile which is also confusing
The new layout is harder to follow multiple bank accounts and its says "reconciled" when you still have items to reconcile which is confusing. You need to look for the green reconcile button and ignore the word reconciled.
4 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 - View and access classic expenses
Atm the New Expenses Widget does not show any of the old/archived expense claims. My current widget is totally empty and in order to access the previous claims or even the claims that are currently outstanding, I need to revert to Classic Expenses. Only the claims submitted using the New Expenses will be visible on my Dashboard, at least this is what I hope. I believe the 2 should be talking to each other.
4 votesHi everyone, we appreciate some customers are still using Classic expenses, however we want to be open, there are no plans to develop a widget in the new Homepage for Classic expenses.
You will still be able to access Classic Expenses by clicking Purchases > Expenses, where organisations that are using Classic expenses will see a banner and can select to go to Classic Expenses.
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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?
4 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 - Net cash movement line overlay for Cash In & Out widget
Add a net cash movement line (cash in minus cash out) overlaid on the Cash In & Out widget.
This would let business owners instantly see whether cash is actually building or eroding over time, without running reports or exporting data.
A net cash overlay (or toggle) would make the dashboard far more useful for real-world cashflow decision-making.
4 votesHi Regan, we can see how having a net cash movement line would be a real time-saver. While the bars for money coming in and going out give a good sense of activity, having that “bottom line” plotted as a trend would make it much easier to see your actual cash flow health at a glance.
At the moment, the Cash In and Out widget already shows cash in, cash out, and the difference, where a cash in net shows as a positive difference and vice versa. For a more detailed view, head to Short-term Cash Flow under the Reporting menu to explore trends and movements beyond the main dashboard.
I’ve moved this idea to Gaining Support so we can see how many in the community would find a net cash line useful. If this is something that would make your day-to-day easier, add your vote or share your experience—hearing…
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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!
4 votesHi Francesco, we really appreciate you sharing how a compact table view could help you access banking information more efficiently.
We can see why this would be helpful for businesses managing multiple accounts. The current widget layout can take up a lot of space, and a condensed list would give you all-in-one visibility, letting you see balances at a glance.
For now, you can use the Edit dashboard button to hide accounts you don’t check daily, or use the Bank Accounts screen (under Accounting) as a more condensed “second dashboard.”
We’ve updated this idea to Gaining Support, so it’s now open for votes and comments. Your input helps us understand how compact a new view would need to be!
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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.
4 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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It would be extremely useful.
In the old layout each bank account widget had a balance graph for the past 30 days. I miss this already, so adding it back in an option would be very useful.
3 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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Put it back to how it was please
Put it back to how it was please
3 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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the new homepage is dreadful. it is cluttered and overwhelming. bad move imo.
the new homepage is dreadful. cluttered and overwhelming. bad move imo.
3 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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Ability to organize more
Since al the blocks look the same, it's hard to find what I'm looking for or get any value by just glancing at the screen. Something as simple as groups or sections we can add a label to would help a lot! Overall like the new vibe tho :)
3 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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Widget to show a simplified P&L for the last 3 months
A widget to show a simplified/high-level summary of profit and loss for the last 3 months, at a glance
Turnover/sales
Direct costs
Gross Profit
Salaries
Overheads
Net profit / PBTThis would be really helpful for quick reference and reporting key financial measures
3 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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Graph line for accounts on Home page.
I like the New layout but do miss the graph that was on the old style home page for the accounts. Is this possible to add back on
3 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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Bring back graphs on the bank accounts, its too busy with just the summaries
Bring back graphs on the bank accounts (Maybe opt in /opt out to have them displayed) its too busy a dashboard with just the summaries! We have a dozen feeds displaying and its pretty clunky to view. Thanks!
3 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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3 votes
Thanks 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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To be able to view the homepage as we have selected previously and works for a business
Please put back the full Watchlist view. The idea of a watchlist is to be able to see at a glance what accounts we need to keep a watch on. It's not 'at a glance' if the list isn't in full view and we have to scroll down.
Also, please remove the advertising and banners that clutter the homepage.3 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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old one is fine. I do not want use new homepage
old one is fine. I do not want use new homepage
3 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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This is a UI downgrade
Please inform your UI designer that this is a very poor downgrade. As a database systems developer of 35 years experience I can honestly say that unfortunately the new layout is a retrograde step.
1 It removes the organisational functionality
2 It removes the visual oversight of account balances
3 The widgets are way too big making the screen very long
4 The transition to the new format involves a lot of re-organisation1 - It reduces the ability to organise the widgets (left / right column) and makes it very difficult to organise. My business maintains multiple bank accounts,…
3 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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Freeze top row
It would be very helpful if we could freeze the top row of the dashboard so we don't need to keep scrolling up to change the page
3 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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