New Homepage

84 results found

1. 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 workspace to a performance dashboard.

   Reduced spatial familiarity
   The previous layout allowed for stable spatial memory. I knew exactly where key information was located. The new arrangement requires relearning navigation patterns, which increases cognitive effort.

   Scanning effort
   The increased spacing between elements requires more eye travel and scanning distance, which can feel fatiguing during daily accounting tasks.

   Lack of compact mode
   It would be highly beneficial to offer:
   – A compact or reduced-density view
   – A “bookkeeper” or operational mode versus an executive dashboard mode
   – Greater control over card size and visual intensity

   For users who work in accounting daily, predictability and visual calm are important for efficiency. The new layout may work well for high-level overview, but for operational users it increases cognitive load.

   I would strongly encourage the option of a density toggle or minimal mode to improve accessibility for users who are sensitive to visual overstimulation.

   Opening it for the first time created a stress response in me.

   I got rid of most of it and tried to recreate the previous layout which is possible in a limited capacity.

   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… more

   7 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Homepage  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  System responded

   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. 🙂

2. Change Bank Accounts Page

   If you insist on breaking the homepage with this new downgrade, please change the Bank Accounts page to show bank accounts widgets like the old dashboard in sortable columns (NOT SEQUENTIAL SCREEN!), with charts.

   6 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Homepage  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  System responded

   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. 🙂

3. Homepage - Customise colour of widgets

   Colour options for bank accounts & credit cards so they are easily identifiable. i.e my client uses different banks with different feeds, would be great to have some colours.

   3 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   2 comments  ·  Homepage  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  System responded

   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. 🙂

4. Create a widget to show just Draft Invoices so we can quickly see what our current Work In Progress is

   Add a Widget to show just Draft Invoices. We send customers a quote and when they accept and send us a Purchase Order, we copy the Quote to an Invoice, which is then in Draft Status. Once we have prepared the order and are ready to ship, we Approve the Invoice, ship and then send the Invoice to the customer. Using this system, the list of Draft Invoices is effectively our 'Work In Progress' list i.e. these are all the invoices/orders we are currently working on fulfilling. It would be very handy if there was widget that would let me show all invoices with Draft Status, or even just a widget that lets you view Invoices by any selected Status. Thanks!

   Add a Widget to show just Draft Invoices. We send customers a quote and when they accept and send us a Purchase Order, we copy the Quote to an Invoice, which is then in Draft Status. Once we have prepared the order and are ready to ship, we Approve the Invoice, ship and then send the Invoice to the customer. Using this system, the list of Draft Invoices is effectively our 'Work In Progress' list i.e. these are all the invoices/orders we are currently working on fulfilling. It would be very handy if there was widget that would let me… more

   5 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Homepage  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  System responded

   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. 🙂

5. Its a bit annoying that I can't have 'This Month"for the profit and loss.

   Its a bit annoying that I can't have 'This Month" for the profit and loss.

   3 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   2 comments  ·  Homepage  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  System responded

   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. 🙂

6. 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.

   3 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   1 comment  ·  Homepage  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  System responded

   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. 🙂

7. 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 / PBT

   This would be really helpful for quick reference and reporting key financial measures

   4 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Homepage  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  System responded

   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. 🙂

8. organize

   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 to the bottom of the Homepage to find them
   6) Move each up to where you want them.

   Please improve this to:
   1) default to show newly added bank accounts to the home page and then they can be chosen to be hidden
   2) organize them based on the Bank Accounts page sorting, or if that page is going away, have a default sorting for all users, that isn't per user.

   :) Thank you!

   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… more

   3 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Homepage  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  System responded

   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. 🙂

9. Too much stuff at the top

   Both the new and old homepages/dashboards have an excess number of banners/notifications/little used sections above the real nitty gritty stuff that we use every day. It needs to be moved elsewhere.

   3 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Homepage  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  System responded

   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. 🙂

10. Homepage - Reduce font size

    Make the font smaller so I can see more on one page, instead of having to scroll down for days. It looks like a children's book! People should get glasses if they can't read the smaller font Xero used to have - back in the good old days!!

    2 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    1 comment  ·  Homepage  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    submitted  ·  System responded

    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. 🙂

11. I would like more privacy when working in an open office with different levels of user permission.

    The widgets are too big, I would like to be able to shrink them to my preferred size.

    3 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Homepage  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    submitted  ·  System responded

    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. 🙂

12. Too cluttered and busy

    Too busy!
    Even when I have reduced the widgets, this new homescreen gives me a headache! It is OVERLY busy. You can't even narrow it down - the page is so wide, it is very very hard to read.
    
    I am really SICK of these new updates that add absolutely nothing. When you check the feedback for most new things, people say they want the old, yet you won't switch it back
    Please let us choose and keep the old one.
    I am considering a new package as I'm a bit over it
    This is cluttered, hard to read, hard to find things

    Too busy!
    Even when I have reduced the widgets, this new homescreen gives me a headache! It is OVERLY busy. You can't even narrow it down - the page is so wide, it is very very hard to read.
    
    I am really SICK of these new updates that add absolutely nothing. When you check the feedback for most new things, people say they want the old, yet you won't switch it back
    Please let us choose and keep the old one.
    I am considering a new package as I'm a bit over it
    This is cluttered, hard to read, hard… more

    3 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Homepage  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    submitted  ·  System responded

    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. 🙂

13. add vat reconcillation balance to the home screen

    This would give small businesses the snapshot of monies they owe in place easily.

    3 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Homepage  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    submitted  ·  System responded

    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. 🙂

14. There is no Widget for the classic Expense Claim in the new home page options. Hence It's of no use to me.

    There is no Widget for the classic Expense Claim in the new home page options. Hence It's of no use to me.

    3 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Homepage  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    submitted  ·  System responded

    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. 🙂

15. It sounds like many customers chose Xero because it works the way it is. Please let us know why Xero need to change it?

    It sounds like many customers chose Xero because it works the way it is. Please let us know why Xero need to change it?

    3 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Homepage  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    submitted  ·  System responded

    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. 🙂

16. Homepage - Month to date, year to date sales widget

    Cash in and out is very helpful, however, any organisation that offers lead time and credit terms is often more focused on sales rather than income. There is no month to date, year to date sales widigit.

    I get that the home page can't be all things to all people, but in part you are trying to make it a KPI dashboard without fully facilitating the needs of many.

    2 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    1 comment  ·  Homepage  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    submitted  ·  System responded

    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. 🙂

17. Home page Improvements

    I wanted to share some thoughts on the latest Xero homepage redesign after seeing a comment that really resonated with me about how much space the widgets are now taking up and how much more cluttered it is now. From a web design point of view, it’s just not intuitive, it’s cluttered and feels way too full, especially compared to the previous version where the widgets sat nicely in the centre and only took up maybe 50% of the page.

    I genuinely believe the homepage experience could be dramatically improved with just a few changes:

    1- Please limit it to a max of 2 or 3 widgets per row (see example attached), and ideally give us the option to manually resize each widget (Zoho does this really well and makes dashboards so much more flexible).

    2- Simplify the default data shown in each widget and maybe give us choices on how we want to view the data (whether it's a chart, graph, table, etc). Last version had "Cash in and Cash out" report as a simple chart, with numbers only showing when you hovered over them, which was a fantastic idea that should come back.

    3- Finally, the new balance amount in the new bank rec widgets are way too big. It should be on the same line and the same size as “statement balance.” All these different font sizes just make it look messy and distracting. For Xero users, order and clarity really matter. (see attached my proposed change on this, it’s a simple tweak, but honestly, it makes a huge difference).

    Thanks for considering this feedback. I am a Xero fan and have been using it for years and would never think of switching to other platforms so if this could help create a better experience for everyone that would be great.

    I wanted to share some thoughts on the latest Xero homepage redesign after seeing a comment that really resonated with me about how much space the widgets are now taking up and how much more cluttered it is now. From a web design point of view, it’s just not intuitive, it’s cluttered and feels way too full, especially compared to the previous version where the widgets sat nicely in the centre and only took up maybe 50% of the page.

    I genuinely believe the homepage experience could be dramatically improved with just a few changes:

    1- Please limit it to… more

    •  

    •  

    •  

    3 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Homepage  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    submitted  ·  System responded

    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. 🙂

18. Expenses to review/pay not showing in task list

    When I add the "expenses to review" widget to the homepage, this shows the expenses that are needing approval, and how much is to be paid.

    At the moment I have all my expenses reviewed, and some that now need payment. Why is this information also not replicated in the "Tasks" widget?

    What is the point of a "Tasks" widget if it doesn't summarise all the needed actions highlighted across all the selected/displayed widgets? At the moment the listed tasks appear to only summarise a few widgets (and even then regardless of whether those widgets are selected to be shown or not). I get the impression this widget has not been completed or fully integrated.

    When I add the "expenses to review" widget to the homepage, this shows the expenses that are needing approval, and how much is to be paid.

    At the moment I have all my expenses reviewed, and some that now need payment. Why is this information also not replicated in the "Tasks" widget?

    What is the point of a "Tasks" widget if it doesn't summarise all the needed actions highlighted across all the selected/displayed widgets? At the moment the listed tasks appear to only summarise a few widgets (and even then regardless of whether those widgets are selected to be shown… more

    2 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    1 comment  ·  Homepage  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    submitted  ·  System responded

    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. 🙂

19. Task list - Bank Feed status warnings

    Task List - Add "Refresh/Renew Bank Feed" warnings to the task list (limited to banks shown on the dashboard to prevent unnecessary warnings on old accounts). The task list is incredibly useful and for my own Homepage, I have moved the bank accounts to below the rest of the tables to try to maximise the usefulness of the homepage. This makes the warnings less visible.

    3 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Homepage  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    submitted  ·  System responded

    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. 🙂

20. Homepage - reinstate the Loading bank transactions narrative when

    Homepage - reinstate the Loading bank transactions narrative when Refresh Bank Feed is clicked. Before you could see exactly what was going on. Now you have to go into Reconcile to see if the feed is loading.

    3 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Homepage  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    submitted  ·  System responded

    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. 🙂