286 results found
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Homepage - Widget to view costing between different tracking categories
to have the tracking category widget on home page as we use both categories to spilt expenses up and would be very useful at a glance on homepage to see them instead of trying to run a report each time
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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showing daily income as well as monthly income
Show what is made on a daily basis as well as monthly basis
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Homepage - Show recent payments received by customer
Widget - Recent Invoice Payments.
Show payment value from customer rather than individual invoices. Recent Payment Received would be more helpful than 5 x £10 from Bloggs & Co
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Invoices owed to you - Add column for 'Last week'
In the old version I had an additional column where I could see invoices owed for "last week". This has now been removed and all invoices for last week are in the "older" column. I would like this column back as I found it very useful. I would need to be able to resize the widget in order for this to fit on my screen because there is so much white space to the right of my laptop screen that this widget is cutting off slightly to the right.
1 voteThanks for sharing your feedback on the new Homepage, Liana.
Appreciate hearing how this column was useful for your business workflow. We'll start to see the support this idea gets, here.
I've also added your vote to this idea around the whitespace - If you'd like to add any further detail on where on the page whitespace is most prominent for you.
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Homepage - Profit and Loss - switch between viewing by cash or accrual
Profit and Loss widget needs to be able to switch between cash and accrual as per the app.
I also believe a GST payable could be another small widget so that business can see daily/weekly/monthly/qtr how much they should put aside for gst liability. As i constantly put this account onto the watched accounts dashboard for all clients and I know others do also.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Homepage - Show Gross Profit
Gross Profit Widget pls ASAP.
This was always the first thing I looked at on my old homepage. I love the addition of Net Profit - Thanks1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Homepage - Show business specific email address information in homepage
Suggest you make the business specific email address easier to find, like it used to be, as the current long winded process to find it is very time consuming to pull up even for 7yr users of Xero
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Homepage - Quicker/easier to see total of upcoming bills needing payment
In the "Bills to Pay" widget, include the bills "Awaiting Approval" $value at the top of the widget, in bigger font, so it's more visible
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Homepage – Frequent supplier list - copy or edit bills
Homepage idea: If there was a window with often used suppliers that you could just click and quickly copy or edit a bill.
1 voteHi Skubi, I know it's not directly on the Homepage but it sounds like the Expenses by contact report might do the trick of what you're after here? If you save as custom with your filters then favourite the report you'll be able to quickly access this anytime from the Reports dropdown menu and can click into the details of your report to open and copy a bill.
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Homepage | Invoice and Bills widgets - Option to make smaller
Make invoices to pay & bills boxes smaller these are the two functions I use most & now have to scroll down every time i want to use them
1 voteHi Emma, just want to highlight that you can Edit the Homepage to customise where on the screen each widget is shown. So, if you wanted you could place the Invoices owed to you, and Bills to pay widget right at the top so these are always shown first. Does this help at all?
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Homepage - Greater visual customisation options
Given several feedback points on the forum, I feel now is the time to investigate exposing greater visual customisation options - not just for the homepage, although this could be an initial test ground, but also across the whole of the product.
Most of these can be implemented quite easily through adjustments in CSS, driven by user preferences, ensuring that Xero holistically adopts a consistent set of rendering styles. There should be zero impact on the actual functionality, with the majority of the changes/improvements sitting entirely within the presentation/UI of the product.
These preferences would include visual and accessibility options,…
1 voteHi Andrew, thanks for your feedback and thought behind your post here. While there are changes we're looking into in relation to some of the points you've raised I want to be upfront that we don't have plans for providing full user customisation and control of all of these.
You may have already seen but we have the following ideas below that you may want join for any updates. Thanks
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Homepage - Add a "Tax Returns in Progress" widget for GST/HST/VAT visibility
Would like the GST/HST Returns In progress section to show on the Homepage instead of the Chart of Accounts Watchlist. My clients could see at a glimpse what is owed for the 2 periods in progress vs the Chart of Accounts Watchlist showing a YTD balance owing.
1 voteHi Anette, thanks for putting this idea forward. A “Tax Returns in Progress” widget on the dashboard could provide a quick way to see the status of GST/HST or VAT returns without needing to open other areas of Xero. Having that overview readily visible would help with keeping track of reporting timelines during busy periods.
I’ve moved this idea to Gaining Support so we can capture interest and give our product teams a clearer picture of how useful a dashboard view like this would be for managing tax obligations.
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Homepage - Ability to show Invoices owed on a net basis
Show invoices owed on a net basis
1 voteThanks for your feedback, Mark. We're getting a gauge of user interest in different features as we continue to evolve the homepage, and will keep a close track on your idea here.
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Homepage - Add Widget For Cash Manager
Adding Cashflow manager view into the dashboard is a helpful view to have. It will not only promote the idea of using the cashflow manager but for those who use it, will start giving dashboard views on cash forecast, balances and risks as cashflow management is an active part of small business users sensitivity.
1 voteHi Shoaib, thanks for putting this idea forward. Having a Cash Manager view available on the Homepage would make it much easier to keep an eye on upcoming cash movement at a glance, especially when you’re checking in on your numbers during the day.
In the meantime, you can use the Cash In And Out widget for a quick overview of cash inflows and outflows in the month. I’ve moved this idea to Gaining Support so others can add their votes and feedback, and so our product teams can see the level of interest in bringing this type of visibility directly onto the dashboard.
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Homepage - View last reconcile period
Please add the ability to see last reconciled period for each account on the home screen
1 voteThanks for sharing your idea! Well start to get a sense of other in the community that would like to see this too. I'll let you know if there is any news of this here.
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Invoice - Drag and drop files directly into list view to attach
It would be great if you were able to drop a pdf into an invoice from the list view without having to open the said invoice / bill.
1 voteHi Melissa, thanks for bringing this up. It’s clear that when you’re processing a high volume of invoices, having to open each one individually to attach a file can slow things down.
One option for now is to upload documents into the Files inbox first and then assign them to the relevant invoice. While this can help streamline part of the process, we understand that being able to drag and drop attachments directly from the list view would make document management much more efficient.
As we allow one idea per post to ensure support is tracked accurately, if you’d also like to see this functionality extended to Bills, please feel free to raise that as a separate idea so it can gather its own votes and feedback.
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Homepage - Add a dedicated "Income in Advance" widget
Would be good to be able to see prepayments/income in advance account on homepage so you can see deposits that are in.
1 voteHi everyone, thanks for bringing this idea to the community! Having an “Income in Advance” widget right on the dashboard would give you an instant view of your future revenue, helping you see your financial position without extra clicks.
At the moment, this usually means running specific reports or manually calculating deferred income, which can slow down your daily workflow. In the meantime, you can run the Cash Flow Manager, which shows projected cash in and out, or keep a starred Balance Sheet or custom tracking report in your Favorites for quicker access.
I’ve moved this idea to Gaining Support so we can track interest and show our product teams how helpful this visibility would be for managing cash flow.
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Homepage - Add a global "Items to Reconcile" alert bar at the top of the Dashboard
The new Dashboard can be huge and challenging to navigate if you have multiple bank accounts. It will be helpful to have a section with ALERTS at the top of the page.
1 voteHi everyone, thanks for sharing this suggestion! We can see how having the "Items to Reconcile" alerts visible while scrolling would make daily bookkeeping faster and more seamless. It’s all about helping you stay on top of your work without extra clicks or screen-jumping.
For now, you can use the 'Bank Accounts' widget or the Tasks widget to see if there's any items to be reconciled, but we know a persistent global bar would make this even easier.
I’ve moved this idea to Gaining Support to get more perspective from the community, so we can show our product teams the value this would bring.
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Homepage - Widget to view a List of recently entered invoices
A widget to quickly locate "most recent invoices put in system".
We use Xero in our retail store and sometimes we end up DOUBLING up invoices for one order (paperwork is picked up by another helpful person to put in, but has already been put in).
Also good for tracking daily invoices/orders placed.Thanks,
- Merlin B.1 voteGood to know the different elements that our customers find would help them rom the Homepage, Merlin. We'll continue to get a sense of the interest in this here.
For the time being just to make sure you're aware - The History & notes report is probably most useful to you atm for getting a view of this. You'll be able to run the report for an individual all or users across your organisation and can filter to select only Invoice for Type. Once run if you type 'Created in the search box this'll further zone into just the invoice created by the selected users with in the date range. 🙂
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Dashboard - Option to link Account Watchlist to Balance Sheet
From the watchlist for chart of accounts I would prefer the link go to the balance sheet, not the full chart of accounts.
1 voteThanks for sharing your idea, and letting us know the changes that matter most 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 vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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