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How could Xero improve the homepage?

New Homepage: Homepage

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Homepage - Simplify layout

The beta version of the new Xero layout. updated interface feels overly busy and cluttered, which makes navigation more difficult—particularly for clients who manage multiple bank accounts.

I believe users should have the choice to switch to the new layout when they’re ready, rather than being automatically transitioned.
Additionally, clients pay for Xero to streamline their financial management, not to have advertising pushed at them.

The current design detracts from the user experience and makes it harder to find and complete tasks efficiently.

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Kelly Ross shared this idea  ·   ·  Report…  ·  Admin →
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In development  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi community, thank you for all the engagement and we can see the growing interest in improvements to help simplify your view of information on the new Homepage and navigate important information and insights with more ease.

Right now, our team have a few pieces of work underway intended to help with some of the pain points that have been raised here these include:

  • More options for the sizing of widgets so you can reduce these frames and better position this information on your screen
  • More customisation of information within a widget like being able to remove visuals
  • Improving the experience of moving widgets when editing the homepage to make it more obvious when dragging and dropping them to different positions on the page

We’ve also roadmapped further changes for later this year, once everyone is on the new experience. I’ll share more updates as we progress.

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  • Katrina Spinazzola commented  ·   ·  Report

    Totally agree - this is a little overwhelming for clients - I have a lot who do not use certain features so ability as a partner to customise their view would be great and remove unneccessary widgets - it says I can but the beta wont let me - besides is this only removing it for me ?

  • Caryn Hill commented  ·   ·  Report

    Yes this would be helpful, also making the boxes a bit smaller....maybe an option for a tighter layout or more spread out layout similar to the bank feed screen.
    And get rid of the advertising! We pay for the product and it's not cheap, so it shouldn't include advertising, it looks cheap and nasty as a consumer

  • Kelly Ross commented  ·   ·  Report

    Hi Kelly,

    Thank you for your response and for welcoming further feedback on the new navigation. I appreciate the opportunity to contribute to the beta and help shape improvements that benefit both advisors and clients.

    While I understand the intention behind the new layout, I’d like to share some concerns raised by a few of my clients who have been transitioned to the beta experience. Three of them have expressed a strong preference to opt out of the new layout. However, despite attempting to opt out, the interface remains unchanged on their end.

    Their main concern is that the dashboard now feels overly busy and cluttered, making it harder to navigate. Additionally, they’ve noted that the lower section of the dashboard is being used for advertising, which they find frustrating—especially considering they are on premium subscription plans and expect a clean, professional interface.

    Simplicity and ease of use are key for many of our clients, and I believe these changes may be detracting from that experience.

    Regards
    Kelly

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