Homepage - Link to Drafts at top of Invoice and Bills widgets
What a ridiculous page the new layout is. I tried to add a new bill to Xero, I went back to the NEW layout Bills to pay - nothing added, I tried again still nothing. I have to scroll down to find the draft bills at the bottom of the widget. More efficient NO, time consuming YES what a waste of space this new layout is. Wouldn't you think you'd have the Draft bill under the ones already approved not way down at the bottom. It's the same with the Invoices waiting for payment they are right at the bottom. They should be under the ones waiting for payment. The old layout is much more user friendly for the everyday user to use. MYOB is looking better every day may have to go back to them and bugger the cost. AND I can ring them and speak to a human!!
Appreciate hearing your feedback on this here, Tania. I can assure you our teams did a lot of testing with all aspects of the homepage prior to it's rollout however we totally understand there are different views of what information would be most valuable, where. This is exactly the type of thing we're keen to hear and understand the appetite of through product ideas.
Just to confirm for everyone coming across this idea - While slightly changed in terms of placement it's possible to view Drafts for Invoices and Bills in their related Invoices owed to you, or Bills to pay widgets.
This is now found beneath the graph where you can click the 'x' drafts text to go straight to the list of draft invoices (or bills) - see image
We don't have any immediate plans for changing the placement of the Drafts link within the Invoices owed to you, or Bills to pay widgets however we'll begin to get a sense of the community interest and be sure to share if there are any updates planned for this, here.
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Mandy Mehlhopt
commented
Hi Kelly - Thanks for your response, however its a pretty simple change that a lot of people are asking for. Its one of my gripes with Xero - you repeatedly fail to listen to your customers. I would really appreciate if you could escalate this issue
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David Lowe
commented
It really should be a trivial change to make Draft Bills and Bills awaiting Approval appear right beneath Invoices Owed and Overdue, above the graph, in the same font and style.
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Nadine Coetzer
commented
Hi Kelly, thanks for the update and for taking the feedback on board. I’d like to add my support for making Draft invoices and Draft bills more visible and accessible, ideally higher up in the widgets and with a bit more detail. For many of us, drafts are something we work with every single day, and being able to see them quickly (along with outstanding invoices, bills still to pay, and any notes/reminders) would genuinely make the homepage more useful.
At the moment the homepage feels quite graph-heavy and cluttered, and when you’re already under pressure it helps to see only what’s necessary for actioning tasks. If I need graphs or trends, that’s something I’d typically look at occasionally, but the daily view needs to prioritise what needs attention now. Also, the graphs aren’t always fully current, which makes it even more important that the key operational items, drafts, outstanding items, and reminders (like VAT submission) are front and centre.
Thanks again for listening, I’m definitely keen to see this improved.
Also, as an afterthought, it would really help if we could resize the widgets, make them bigger or smaller depending on what we need to focus on. For example, I’d love to expand the Tasks widget (and hopefully custom reminders/notes in future) so the important operational items are visible at a glance, without extra clicking or scrolling.
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Emilia Suddaby
commented
I do not understand why it has been repeatedly mentioned on several threads asking to move the draft button to a more convenient location again that you will not be doing that. It is very easy to miss the drafts now as I cant see the list of drafts waiting for me without scrolling, and I have a very large monitor, I can't imagine this is easier for those with normal sized monitors. We should at least be able to remove the graphs so it isnt wasting so much space. The moving of the drafts button has been one of my biggest frustrations with the new layout aside from the mental exhaustion of the cluttered new layout
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Jeroen Seynhaeve
commented
Suggestion: make the "drafts" in the "Invoices owed to you" widget stand out. I update draft invoices on a daily basis as work progresses.
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Maree Jobling
commented
Draft Bills and Draft Invoices are the most important thing on the home page because they are work that needs to be completed. It becomes very easy to forget you have a pile of bills to enter and pay if they are pushed down the bottom. The original home page is much better as these are top of the list and obvious. Please move it back up top.
The figures on the new page are much too large - we don't need everyone who walks in the door being able to read how much money is in our bank and all our other business details from across the room. Not every user needs that much information. Especially bad is having a profit/loss amount out in the open for the customer to look at over your shoulder. And of course that figure is completely unrealistic if you have a big pile of draft bills you've forgotten to put in .....
So far the whole page opens up every time, regardless of how many times I have hidden sections of it. Is this going to have to be done every day? Please retain the option to go back to the old home page. -
Mandy Mehlhopt
commented
Hi
It seems strange to have the draft invoices/ bills down the bottom and not in an obvious position on the widget. Overdue invoices and bills are somewhat inconsequential. It is more important from a business perspective to be able to see Awaiting Payment and Draft invoices/ bills right next to each other so that you can quickly add them together to see where you are at and have overdue down the bottom of the widget. -
Owen Workman
commented
Put a draft button on the invoice tab
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CONSUMALL ADMIN
commented
I need Draft invoices and Draft Bills to show on the homepage...
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Rachel Start
commented
I need to see the draft bills on the home page as these are expected invoices and therefore impact on cashflow and P&L
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Nadine Coetzer
commented
Include Draft Bills and Draft Invoices to the new updated Home Page as a wiggit as these can easily be forgotten
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David Lowe
commented
Previously, draft bills and invoices were visible on the homepage. Please reinstate them.
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Roderick Verrall
commented
Make draft/awaiting approval invoices and bills stand out if an action is required, or add these to the tasks section.
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Tracy Cartland-Ward
commented
The Bills to Pay widget still leaves you 2 steps away from the draft bills, which is the same as using the menu. Draft bills are a key part of the system, so even a button on the bills to pay widget to take you straight to draft bills would be so valuable
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Uri Teitler
commented
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'