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.
Kelly Ross
shared this idea
Hi team, we have some updates to share. Before we dive into the details, we want to be clear that while we’re committed to monitoring, learning, and refining the Homepage, we don’t intend to return to the previous Dashboard style or its column-based widget layout.
A few months back, we rolled out several enhancements to the "Edit homepage" capability to give you better control over your layout, including:
- Widgets that remain stationary until they are dropped into a new placement
- A "shadow" preview showing exactly where a widget will be placed during drag-and-drop
- Refined animations for a much smoother visual experience
- Improved on-page guidance regarding how to save multiple layouts across different screen sizes
In addition to the existing size options for Chart of Accounts and Cash In and Out, our team is currently building smaller widget sizes for Invoices Owed to You, Bills to Pay, Chart of Account, Cash in and Out and Recent Invoice payments widgets. This includes customisation of the data within these widgets to best suit your needs, such as removing the charts. We’ll provide a confirmation once these updates are live.
There are also other enhancements that our teams are beginning to explore to further solve needs shared in feedback here, so we’ll continue to keep you updated.
If you need help setting up or editing your homepage, please reach out to the Xero Support team. They can help you design a view that best supports your specific workflows. Thanks
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Simon Young
commented
I totally agree with Kelly Ross
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Katrina Spinazzola
commented
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 ?
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Caryn Hill
commented
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
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