72 results found
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Home page - Add Tasks and reminders to take action on
Tasks. We would love to be able to manually add a task or reminder so that the next time we logged into a clients Xero we can see the reminder to check or do something.
278 votesThanks for your idea, Michelle. Great to hear how a checklist could improve your experience when working in client orgs. We'll start gaining interest from your idea her7e and I'll share if there are any plans made.
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Homepage | Invoice payments widget - Summary of key outstanding invoices
Unpaid invoices summary or ability to have a customer 'watchlist' on the homepage.
Recent invoice payments is useful, but I care less about the detail of invoices that have already been paid - that money is in my account. I want to know the detail of what remains unpaid so I can follow up with those customers. It would be great to have a watchlist of customers, their total overdue balance, & average payment days, to be able to monitor on the dashboard. This could be enabled via a simple check button in the customer profile, similar to the CoA…
158 votesThanks for spending time to review the new homepage! It's great to hear what information is most valuable for you to get an overview of your organisation.
While we don't have immediate plans for developing this specific idea atm, we're keeping a close eye on all feedback being shared in this forum for our product teams to consider as they keep enhancing this experience.
I'll share if there are any updates.
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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.
49 votesHi! Thanks for sharing your idea about how putting borders around the widgets would improve the look of the homepage 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 votes and comments about how they'd like to see this too!
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Homepage - 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.
38 votesHi there!
Thanks for sharing such detailed feedback on the bank balance charts.
I’ve categorized this as Gaining Support. While we don't roll back to previous versions of the homepage, I’ve refined your idea to focus on making the balance charts configurable (1, 3, 6, or 12 months).
This covers your need for historical data while allowing for future flexibility.
Since our forum works best with one idea per post, I've focused on the chart visibility first. I’d recommend raising the "balance projection" as a separate suggestion so it can be voted on individually!
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Homepage - Search for bank accounts widgets
To have the search function look up bank accounts by name or number. As we have approx 80 bank accounts in one Xero dashboard scrolling to find the correct one is very time consuming, so a search function would be very handy.
105 votesThanks for your idea, Simone. Gosh that is a lot of bank accounts I can see why a search would help. No immediate changes planned for this but I'll share your feedback with our product team and we'll get a sense of others that'd find this useful from your idea, here. 🙂
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Homepage - Widget of running total for GST
Include a widget showing the running total for GST on the period so far
87 votesGood to hear the value you'd see in having more visibility of GST from your homepage. Thanks for sharing with us here.
Our product teams are paying close attention to the feedback we're receiving through this forum, and I'll let you know if there are any updates surrounding this, here.
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Homepage - Ability to remove graphs for invoices and bills
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.
30 votesHi team, we appreciate our customers differing needs and while we don't have any immediate plans to add an option to remove graphs this is an idea that we'll keep a close watch on here. If you have colleagues that'd like the same please make sure to share this idea so they can vote too.
We'll be sure to let you know if there are any updates.
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Homepage | Bank account widget 'Account transactions' button as well as 'Reconcile items'
The ability to access the setting for each menu item is great.
The ability to create a sales invoice for billable expenses from the billable expense is outstanding.
The button to View transactions on each bank account on the home page is excellent but I would like this button for accounts that have items to reconcile as well. Fewer clicksHelp banner on each page. I would like to be able to disable this permanently for established clients.Sales tab.
Love the "Billable Expenses", Needs to be aboveQuotes. Need to be able to not bill them where I have a project invoice. Just assign the customer.
Purchases Tab:…92 votesHi Michele, connecting with our product team I understand you directly caught up with them on some of these points too. We really value the time you've taken to connect and feedback about these beta experiences.
I've split your feedback here to multiple ideas so we can track interest in each change separately.
I've updated the title of this idea to reflect the request to add the Account transactions' button to the bank account widget and you'll find the other idea's I've created on your behalf listed below. 🙂
- Navigation - Control which apps are recommended
- Contacts - Warning if entering contact simliar to existing (there was an existing idea for finding duplicate contacts so I added your vote to this)
- Purchases overview - View Billable expenses not billed.
- Sales overview - Ability to customise and shift Billable expenses above Quotes
- Navigation - Setting to turn off help for all…
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Homepage - Ability to search unreconciled transactions within the homepage
Allow searching for unreconciled transactions from the home page.
66 votesAppreciate the interest this idea is receiving about the new homepage experience. Thanks for your input!
It would be good to clarify here - when you say you'd like to search Unreconciled transactions, would you be wanting to do this across all banks at once, or within each bank widget?
We don't have any plans around this right now, but are continuing to track the interest here.
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Homepage - Ability to customize the color
It would be great for those that have various type of color blindness to be able to change the color, say the user has an issue with the color red or green, being able to change the color would be beneficial.
54 votesThanks for letting us know changes that could improve your experience with the new homepage. It's great to have your feedback on Product ideas here.
We're keeping an eye on what our customers are sharing back here and if there are any updates to share we will let you know, here.
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Homepage - View total cash in banks (like on the app)
There is a widget to show our 3 bank accounts and their balances, but there is nothing that shows the total cash in bank amount?
When I log on in the app the first thing I see is the total amount of money in all our bank accounts combined. Why is it not the same when using windows?
22 votesGood to hear that you find this feature in the app useful, Shaun. These experiences differ as our Xero Accounting apps teams have a focus on the most valuable features our customers would find when doing work 'on-the-go'.
We'll get a sense of the interest in community for this here, and I'll share if there is any progress.
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Homepage - Add the ability to group widgets together
With many accounts on the homepage (for example multiple currency accounts), it would be great to be able to drop the widgets into a group. Almost like the iPhones home screen. The difference would be that I could have the ability to resize the group to display the widgets in the group so they could be seen all at one (if desired). e.g. A collapsable view. e.g. All my EUR accounts grouped together.
Rather than making the group resizable to any size, it would be limited to a 3x1 or a 1x3 arrangement, Or some other practical variation
17 votesHi everyone, it makes a lot of sense to want a cleaner way to organise dashboard widgets. When related items like bank accounts or invoice summaries are grouped together, it’s easier to find what you need without much scrolling..
For now, you can use the Edit dashboard button at the bottom of the page to reorder widgets—move your most-used ones to the top and hide the rest.
This idea is now Gaining Support, so we can see how many others would like more control over dashboard layout. We’d love to hear how you’d group your widgets—keep the votes and comments coming!
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Homepage - Widget for planned bill payments
Widget for planned supplier bill payments - either a summary of total by planned date, or detailed view of the next planned date payments by supplier (e.g. flexes to show planned payments in current week). Helpful for review prior to batch payment runs.
58 votesAppreciate the insight around why a view of planned bill payments would be helpful - Thanks for feeding back on the new Homepage 😊
Our product team are closely monitoring feedback we receive on this experience here, and we'll share if there is any update for this with you all.
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Homepage - Global Practice setting
Would be great to customise the Homepage across all your 450 clients at once via a global setting. Then deal with outliers individually on their own homepage.
Not sure why it's designed for single org users only. Need a way to do this on scale please!
70 votesAwesome to hear you're getting a feel of the homepage, Charles. Thanks for taking your time to feedback on what changes would make the most impact for you.
I'll make sure to share your feedback with our product teams. For now we'll get a sense of interest from others in the beta here, and I'll keep you updated if any plans for a global setting are made.
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New Homepage - Ability for advisor to set defaults
Love the look and ability to customise widgets for clients. It would be great if we, as Advisors, can specify then the client can change.
Displaying the client logo in the top left is great but way too small to be effective
69 votesGreat to hear you're diving into the new experience, Michele. Thanks for taking your time to share changes that you could feel could add benefit.
We'll get a feel for the interest from other beta users from your idea here and I'll make sure to share if our product teams make any plans around this.
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Homepage - Ability to sort by columns within a widget
Where there are headings in the columns of the widget, being able to SORT by that heading..
For eg, "expenses to review" can be sorted by any of the columns: "submitted by", "expenses to review" or "Amount".
This would be helpful also in CoA watchlist, Recent Invoice payments or any other unseen widgets which have a list with column headings.
54 votesIt's interesting to hear the differences in views that would be most impactful for our customers. We appreciate you taking your time to feedback on the new experience.
Our Product team are staying close to what our customers are sharing through the forum here, and if there is any update on this I'll be sure to let you know, here.
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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.
16 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 - Remove business overview and shift customise button
I like the new look. Can the Business overview heading be removed and the customise button be moved up to where it is in the old homepage, next to last login? Screen real estate is very precious, especially when the client has a lot of bank accounts/credit cards that fall off the bottom of the screen and can get easily missed.
47 votesUnderstand wanting to make the most important information visible. Thanks for sharing your feedback on our new homepage here.
We're watching the forums here closely and will share if there is any updates that would help with what you're asking.
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Homepage | Profit & Loss - Common date selections (like report)
Why don't I have the same Time period options in the 'Net Profit and Loss' widget as I do on the actual report page?
I want to be able to see CURRENT month, quarter, etc on my home page and not just previous.
Inconvenient to have to click on the report and then change the time period manually every time I want to see how the month is tracking instead of just having the option directly on the homepage.14 votesAppreciate the feedback, Andreas. Good to hear the different sections that would be handy to you from the homepage.
This isn't somethign we have plans for right now, but will start to gather interest in from the community here.
I'll share if there are any updates.
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Homepage - Change font size and bolding
The fonts for the balances are too thin, i feel like they need to be a bit smaller and at least a little bold, this is a very thin line and hard to read.
13 votesAppreciate your feedback here, Fred. We don't have immediate plans around changing of the balance fonts but we'll gauge a sense of this from others in community here. I'll share if there are any updates.
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