25 results found
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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.
21 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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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.
17 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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get rid of the graphs
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.
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.
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So now the new home page shows the bank accounts and profit of the company to the creditor controller and the debors controller. Because Xe
The home page now shows all the bank accounts and profits of the business to everyone that must not see that type of confidential info. Almost all the employees had to be loaded as advisors so that they can be able to print the necessary reports because Xero does not have th ability to allow / disallow users certain functions = like example the creditors controller must not be able to see the bank accounts or the profit of the business
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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There's a lot of white space on the page. Can things be condensed more please?
There's a lot of white space on the page. Can things be condensed more please?
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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Bank Feed Refresh Notification
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!
3 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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it will save me having to explainto Directors why they can't find the info they want
Can we have an option to keep the 2025 homepage, I've looked at the new one and it doesn't offer me any improvement.
I use it regularly but director's glance at it to check things and I will have to keep explaining the difference to them
"if it isn't broke don't fix it"
3 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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Font
The font is too fine and hard to read. The font size of 'balance difference', 'reconciled' etc is a bit too small
3 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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this would save time
I want to be able to move and design the order I see things on the page. You use to be able to drag and drop modules easily. Now I don't know how to.
3 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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Homepage - Add Draft Bills
Ability to have a widget that lists Draft Bills. We leverage the Xero API to load expenses but they sit in Draft until coded. This would provide a 'To Do list'
3 votesHi Uri, from the Bills to pay widget you'll see there is a summary of Draft bills which if you click will take you directly to your list of Draft bills to review.
Does this meet the needs of what you're after here?
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Net cash movement overlay on 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.
2 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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Negative values in brackets and coloured RED
The only option is for the Homepage - but my suggestion is for the whole system.
Having negative values in brackets and coloured RED - easier to see at a glance. To me that should be a basic feature. Extending that to reports also so there is less filtering etc.
2 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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Please add a widget that shows the bank account on the homepage as a simpl list with name, balance, and transactions to reconcile. The curre
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!
2 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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Homepage - Adaptive layout & zoom to fit
VISUAL: Adaptive layout & zoom to fit?
I use my widescreen monitor to use two windows side-by-side, but then the Xero window has a lot of negative space around the tabs (see image) and the only way I can find to make this larger is to zoom in the browser, but that makes all the browser items zoomed, which I don't want. If I enlarge the Xero tab, the layout adjusts to a sweet spot, but that also doesn't fit nicely on full screen, and I end up clicking between things more than is efficient, so it should ideally sit…
2 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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Making it pretty is irrelevant when you cannot reconcile via Account Number in the bank!
Making it pretty is irrelevant when you cannot reconcile via Account Number in the bank!
It doesn't even search the field now in the Match boxes!!!
This is going backward and covering it with visual updates is like putting lipstick on a pig!2 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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Reporting - Ability to choose accrual or cash basis on the Chart of Accounts Watchlist without changing the accounting basis for Reporting
We use cash basis for reporting, but utilize the COA watchlist in the accrual basis.
Having the ability to choose your accounting basis on the Chart of Account watchlist would allow users to take full advantage of the COA watchlist without having to change their reporting basis to one basis to utilize the watchlist and back to the other for reporting.
2 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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connecting Stripe account to get payment details immediately
Having Stripe account shown. Then as soon as payment is made via Stripe, you know it's been paid, instead of waiting for notifications.
1 voteHi 👋 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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Consistently
To make all my home pages the same, not just one of them. We have four account with you and it looks like you will be only changing one.
1 voteHi 👋 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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Receipts - Automatically 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.
1 voteHi 👋 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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Homepage - Widget for a customer/supplier watchlist
Watched Clients/suppliers widget
Summarise the invoices and Bills for a given contact
It would be nice to have an overview of specific (perhaps problematic) clients.
It would be good to be able to see at a glance:
- average payment timeframe (i.e. usually 5 days late etc.)
- current credit/debt value
- scheduled invoices/bills1 voteHi 👋 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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