33 results found
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New Homepage - Loading
The new Homepage won't load until looking at the tab; then takes ages to load.
When I am working in a client file (or even my own), I frequently open multiple Xero pages in new tabs so they can load while I am working on the current page. (Draft bills is one example of this. My clients would need to pay me at least triple for the time I would take if I had to do them one at a time.) When I am done with a tab I close it, and I click into the next tab and continue…
1 voteAppreciate the feedback and am sorry to here the loading troubles you're mentioning here, Karen. I'd recommend raising a case with our Xero Support team so we can take a closer look and deeper dive into this to see if there is anything we can do to help with your experience.
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Consider not-for-profit organisations, they have different needs
Your updates are all geared towards profit making companies, which means they are all pretty much useless for not-for-profit organisations. These updates just added a lot of unnecessary clutter to my homepage that I needed to remove. You have a big not-for-profit and charity customer base whose needs you are ignoring.
1 voteThank you for sharing your thoughts with us. We truly value the input from our NFP and charity community as we work to make Xero a great fit for organizations of all types.
While our default dashboard includes a variety of widgets, the goal is to provide a flexible space that you can make your own. You can easily remove any "clutter" and hide metrics like Net Profit by selecting Edit Dashboard at the top of the page. This allows you to prioritize the tools; like bank balances or specific tracking categories that are most relevant to your mission.
If there are specific features or views that would better support your NFP's workflow, please do share them. We are always looking for ways to grow with our users' needs in mind.
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Homepage | Expense widget - Input and categorise expenses
There is no widget for expense reporting. This has to be the most common thing that small business owners have to do - input expenses and categorize them. Why isn't there a widget to input and categorize expenses?
1 voteHi Cecil, appreciate the feedback and to help better understand why you're not seeing the Expense widgets for the new Homepage I would recommend raising a case with our Xero Support team via Xero central where we can get more detail to help 1-1.
It's worth noting that widgets on the homepage are related to Xero Expenses, not classic. If you're using Classic Expenses you can still access and view these by clicking Purchases > Expenses, where organisations that are using Classic Expenses will see a banner and can select to go to Classic Expenses.
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Correction on Widget
The "Recent invoice payments" Widget on the Homepage seems to be showing the wrong date for the receipt date. It seems to be behind by a day.
1 voteHi there, thanks for flagging this.
If a widget isn’t displaying the right data, that’s understandably confusing—especially when you rely on it for a quick snapshot of your numbers.
As this sounds like a possible technical issue rather than a new feature request, I’ve moved your post to Feedback. The Product Ideas forum is best suited for suggestions and enhancements, whereas this will likely need a closer look at your specific setup.
I recommend contacting Xero Support via Xero Central so they can help to investigate why the widget isn’t behaving as expected.
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You are getting too complicated and then will be too expensive - none of my clients look at Xero, they leave it to me as the bookkeeper to
Dial it back - my clients would only use Xero for invoicing, they leave it up to me to keep the information up to date for the accountant - via dockets they hubdoc or the ones I upload using the new unload in purchase. its becoming scary that through the automation I maybe out of a job before I am ready :( If you are chasing a big client market and ditching the small business then maybe have Xero Small for us, keep it simple and affordable and go crazying with ap link ins and crazy reports for bigger businesses
1 voteAppreciate your feedback, Jenny. This will be shared back with our product team - however not being specific request for change this will be moved to Feedback.
Our aim is to help our customers - bookkeepers, owners and accountants get more out of using Xero, and work more efficiently in Xero.
I see you have added your feedback to our Homepage forum here and if there is something in particular that you feel would help you and your clients engaging with the Homepage please feel free to support existing or add a new idea about something specific our product teams could consider.
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email recipient
When typing in the email recipient box when sending a quote or invoice it used to remember previously imputed email address (as well as the contact addresses) but doesn't anymore. Is this coming back or staying as is?
1 voteHi Mark, it seems like you’re running into some issues with emailing in Xero, which can definitely be disruptive.
As this sounds like a technical or account-specific issue rather than a feature request, the Product Ideas forum isn’t the best place to get this sorted for you.
I’ve moved your post to Feedback, and I’d recommend getting in touch with Xero Support via Xero Central to have a look at this.
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Expense Document Uploads
Not homepage but happened at the same time so maybe related: pdfs are showing up tiny and in poor resolution when uploaded as an image to a new expense claim.
1 voteHi Daniel, from what you’ve described, it sounds like this may be a technical issue with how PDFs are rendering in Expenses rather than a product idea.
We’ve moved this to Feedback, as performance issues are best handled by our Support team, who can help troubleshoot what’s happening and look into it more closely. You can reach them directly via Xero Support, where they’ll be able to investigate the PDF resolution issue with you.
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keep customers
Why not spend a little time making stripe payment reconciliation easier
1 voteSorry to hear the troubles you're running into here, Mike. To help our product team understand the specific pain points you're facing, could you tell us a bit more about:
- What part of the current Stripe reconciliation process is taking the most time? (e.g., matching multi-currency payments, handling surcharges, or reconciling bulk payouts?)
- How would a change here specifically benefit your daily business workflow?
In the meantime, have you had a look at out guide: Reconcile Stripe payments on Xero Central? This article provides information to ensure you've correctly set up your Stripe within Xero to speed up your reconciliation.
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Stripe - Get paid invoice details immediately
Having Stripe account shown. Then as soon as payment is made via Stripe, you know it's been paid, instead of waiting for notifications.
1 voteHi Julie, Thanks for sharing this idea with us! We really appreciate you highlighting how important real-time payment visibility is for your business operations.
To clarify how the system currently handles this: when a customer pays an online invoice via Stripe, the invoice status in Xero updates to Paid as soon as Stripe confirms the transaction is successful even before the actual payout reaches your bank. This allows you to see the invoice has being paid reflected immediately until the payout comes through.
Please note, Stripe can be integrated as a bank feed which is slightly different, we haven't yet seen cases raised regarding the specific scenario you’ve described. Since you’re looking for a more streamlined way of viewing your payments, we would love for you to reach out to our support team.
They can help explore how this works within your specific setup and discuss the best options for…
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Consistently
To make all my home pages the same, not just one of them. We have four account with you and it looks like you will be only changing one.
1 voteHi Jeff, thanks for sharing your thoughts here. We are stoked to hear that you have early access to the new layout. We want to let you know that we will be rolling out the new layout to all organisations over the coming months. This way all of your linked organisations can have a consistent format. Thank you for your support! 😊
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Homepage - Add widgets for deputy
Widgets for todays schedule and timesheets to be approved.
1 voteHi there, thank you for reaching out!
It sounds like having your Deputy schedule and timesheets visible directly on your Xero Dashboard would definitely save you some clicks.
Because this request involves a third-party integration (Deputy), it falls outside the scope of our current product idea categories, so I’ve marked this as Feedback.
In the meantime, you might want to check the Xero App Store or reach out to Deputy directly to see if they have any upcoming plans for enhanced dashboard components!
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to make home page a brief overview of
The new home page is very busy whereas the old version is simple and sharp. Perhaps the addition of widget or windows on new version can be an option for the user to pick if they require.
I prefer to keep the old home page.1 voteHi Mario, thanks for your feedback. Appreciate the change and some of the widgets may not be of use to all users. You can change the widgets that are shown, and move where these are placed via the 'Customise' button in the top right of the Homepage 🙂
We also appreciate that some users would like a simplified version overall and we have another idea around this here that you may like to join for updates. Thanks again
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Homepage | Add a Projects widget with ability to record, or add time on the fly
Could we have a Project widget for time-recording, so you can track and save time right from the homepage.
1 voteHi there and thanks for sharing this suggestion!
I can see how a dedicated dashboard widget would make it much easier to keep on top of time tracking without leaving the home page.
While we don't have a homepage widget for this yet, you can actually record time from any screen in Xero by clicking the plus (+) icon in the top right header and selecting "Add time entry." Many of our members also find the Xero Projects mobile app really handy for recording time "on the fly" while they're away from their desks.
I’ve moved your post to our Feedback section for the product team to see.
To move this into Gaining Support for community voting, could you tell us a bit more about the impact this would have? For example, would it help your team capture more billable hours or save a specific amount of time each day?
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- Don't see your idea?