87 results found
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Homepage | Cash in and Cash out - Split by Business and Owner drawings
Allow 2 categories of Cash Out since i am a sole trader and my drawings are included in cash out so the widget is useless if i cant either exclude drawings or split cash out between Busienss Cash Out and Owner Drawings Cash out. Just keep the Cash out bar but split into two colours so that you can see Cash out Business and Cash out Drawings.
4 votesAppreciate you sharing the need in this split of the cash in and out widget here. We're tracking the ideas we receive on the homepage closely and I'll be sure to share if there are any updates planned for this, here.
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Homepage | Bank accounts - Toggle/option to conceal bank balances
On the Dashboard and Bank Accounts pages, the bank balance could be greyed out for better privacy. There could be a simple toggle control to hide and show the numbers on the screen.
5 votesGood to hear your feedback on what improvements you'd like to see in the new homepage, Pete.
We'll start to gauge interest in this from community here and I'll share if there are any plans made.
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Dashboard - Add 'Financial Year' option to the Profit and Loss widget
Like others, I think the options listed for profit and loss on the hompage are too restrictive. The app has better options. I want to know where I stand financially including upcoming payments (to distribute profits) so I tend to use the "Finincial year" P&L rather than "year to date". The app has this but the homepage doesn't.
5 votesHi there,
Thanks for your feedback! It makes complete sense that you’d want the same visibility on your desktop as you have on your mobile app, especially when you're trying to track your financial position for the full year.
I’ve classified this as Gaining Support. While you can see this data by clicking through to your full Profit and Loss report, I agree that having a "Financial Year" toggle directly on the Dashboard widget would be a great efficiency win.
I've updated the title of your idea to "Dashboard - Add 'Financial Year' option to the Profit and Loss widget" to help other users find and vote for it.
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Homepage - Add quick access links for most important features
A couple of customisable quick buttons to take you to your most frequest pages eg. invoices / purchase orders / timesheets
4 votesHi Ian, thanks for your feedback. We don't have plans to enable the ability to add quick access options directly to the homepage but we'll see the support your idea gets here in community.
For the time being, you may find the keyboard shortcuts that are available handy in quickly navigating where you need. 🙂
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Dashboard - Quick Access Widget for Favourite Reports
Hi. Could we have a widget which provides shortcuts to the reports we've added as favourites, please?
4 votesHi Terry, it's great to hear your idea on how to make the dashboard work harder for you! Having your key reports front and center would make it more accessible.
Right now, jumping into the full reports menu multiple times a day can feel a bit repetitive, especially when you rely on certain custom reports.
For now, you can use the “Starring” feature in the Reports center. Star your favourites and they’ll appear at the top of the Reporting menu for quicker access. Some users also find it handy to bookmark report URLs in their browser for instant access.
This idea is now Gaining Support, so the product team can see how much interest there is in more dashboard customisation.
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Homepage - Projects widget with time and amount visuals
Hi,
My first thought is that the home page is overly busy. The graphs are great but there is A LOT going on. We have more than one bank account so that would make the homepage even busier. The task widget is a great idea but the recent invoice payments and chart of accounts aren't really useful for us. We would want to remove widgets that aren't used.It would be great to have a projects widget showing project time use and amount on the homepage.
Love the improved navigation at the top especially the reporting and tax tabs. This…
12 votesThanks for sharing your thoughts on the new navigation and homepage, Louise! I've just updated the title of your idea to help other members find and we can track the interest in a Projects widget.
We also have a couple of ideas related to simplifying the layout like you mentioned, and another for bolding of the navigation headings that you may like to vote for.
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Homepage - Net cash movement line overlay for Cash In & Out widget
Add a net cash movement line (cash in minus cash out) overlaid on the Cash In & Out widget.
This would let business owners instantly see whether cash is actually building or eroding over time, without running reports or exporting data.
A net cash overlay (or toggle) would make the dashboard far more useful for real-world cashflow decision-making.
4 votesHi Regan, we can see how having a net cash movement line would be a real time-saver. While the bars for money coming in and going out give a good sense of activity, having that “bottom line” plotted as a trend would make it much easier to see your actual cash flow health at a glance.
At the moment, the Cash In and Out widget already shows cash in, cash out, and the difference, where a cash in net shows as a positive difference and vice versa. For a more detailed view, head to Short-term Cash Flow under the Reporting menu to explore trends and movements beyond the main dashboard.
I’ve moved this idea to Gaining Support so we can see how many in the community would find a net cash line useful. If this is something that would make your day-to-day easier, add your vote or share your experience—hearing…
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Homepage - View Notes for overpaid invoices
Critically important to our business is being able to easily view 'notes' on overdue invoices next to their overdue amount in a list. No additional click thorughs with each individual invoice number as is the current system.
Knowing when a reminder was sent and being able to view what their latest response was in a list form would massively help with managing unpaid invoices.
We create separate spreadsheets to track overdue invoices and bad debt which is inefficient.
This should be resolved with a quick view in the dashboard to ensure better debt management.
Please13 votesThanks for sharing how we could make the new Homepage more useful for you, Harry.
It'll be good to understand the volumes of users that would also find this useful from your idea here - Make sure to also share your idea if you have colleagues that'd also find this useful and they can vote here too.
Our product teams are paying close attention to the feedback we receive on this here and I'll share if there are any updates.
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Homepage - Widget for month end review
I love the new homepage and how I can customize to make it less busy. I also love the Task widget. It would be great if there was a month end review widget showing a list of bank and credit card accounts with the last reconciliation date.
13 votesGreat to hear the information that would have the most meaning to you. Thanks for sharing through Xero product Ideas.
Our product teams are carefully reviewing the feedback we're receiving from our customers on this new experience and if there are any updates we will let you know.
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Homepage | Chart of Account Watchlist - Only show accounts with a balance
Chart of Accounts Watchlist
I would like it to only show some accounts if their balance does not equal 0
Rather than reporting it when the account is 0 and just occupying space.This would be useful for Wages Payable, Superannuation Payable, Suspense accounts and various other accounts
12 votesGreat to get your feedback on the changes that would help you within the new homepage - Thanks!
We're watching the traction this receives closely and will share if there are any updates.
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Homepage - Ability to hide decimals
Add the ability to hide decimals, as we can in reporting preferences.
3 votesThanks for sharing here, community. Our product team are keeping a close eye on feedback and we'll watch interest in the ability to hide decimals.
Jason - appreciate there are other points you've noted in your feedback and I've shared a few links to other ideas you may also like to join. It helps for us to have one idea per post to gauge support in and keep you updated on.
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Homepage | Invoices owed to you - list of outstanding
I would rather have a list of outstanding invoices (names and amounts) on the dashboard instead of a graph with the totals owed. (same layout as the recently paid invoices list which i have removed completely as its not necessary)
2 votesThanks for he feedback here, team. Atm we don't have any plans for surfacing your outstanding invoices as a list within the widget, however we appreciate feedback we've received around the graph and our team are working on some sizing updates that would enable you to remove the graph on both the Invoices owed to you and Bills to pay widgets. You can stay updated on this work through the idea here.
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Homepage | COA watchlist - view all selected accounts
Please put back the full Watchlist view. The idea of a watchlist is to be able to see at a glance what accounts we need to keep a watch on. It's not 'at a glance' if the list isn't in full view and we have to scroll down.
Also, please remove the advertising and banners that clutter the homepage.3 votesAppreciate the feedback, Carol. Can see how if you've selected a large list of accounts to keep on your watchlist how scrolling the widget could be frustrating.
I want to be honest that we don't have any plans for extending out this widget further atm, however we'll start to get a sense of the interest from your idea here and I'll share if there are any updates.
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Homepage | Expense widget - Drag & drop files to create expense
Provide a widget where you can drop any bill, expense or invoice, right on the homepage for Xero to analyse.
3 votesThanks 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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Homepage | Bills Awaiting payment - Filter out expense claims
Filter out expense claims from Bills Awaiting Payment
I input my own money occasionally into the business & don't require paying back, so the expense claim is left "open" & shows up on Bills awaiting payment - thus confusing the amount owing to Bills I have outstanding.
9 votesThanks for sharing your idea, Mark and feeding back on the new homepage.
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!
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Homepage - Ability to customise and add logo in top left of page
Can we change the logo you have provided in the upper left hand corner and use our own?
2 votesHi Mike, thanks for sharing how adding your own branding to the dashboard would make Xero feel more like an extension of your business. It’s easy to understand why having a personalised interface could make client meetings or daily work feel more cohesive.
Currently, the logo uploaded in Organisation Details appears on outgoing documents, but if you also upload a logo via Invoice Settings, Xero will use that logo instead. While it doesn’t yet show on the internal dashboard, I’ve moved this idea to Gaining Support so we can track interest and show our product teams how much a personal touch here would improve your experience.
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Homepage - Add a "Refresh Bank Feed" button directly to bank account widget
put a "Refresh bank feed button" on each bank account tile on homepage. v. useful for a quick step.
3 votesHi Steven, we can see how having a “Refresh” button right on the dashboard bank widget would make checking your accounts faster and more straightforward.
Currently, you need to open the full Bank Accounts menu or wait for the daily automatic update. We’ve moved this idea to Gaining Support so the product team can understand how this small change could save time and keep your workflow smoother.
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Homepage - Add shortcut to create repeating invoice
Shortcut to add recurring invoice via a simple UX - just add a drop down next to the 'New invoice' button. Similar to what you already have in the Sales overview page.
2 votesHi everyone, thanks for sharing this idea! We can see how having a “Create Repeating Invoice” shortcut right on the dashboard would make managing recurring invoicing faster and more seamless.
Currently, you navigate through the Invoices menu to reach the Repeating tab, which adds extra steps. I’ve moved this idea to Gaining Support so our product teams can track interest and understand how much this shortcut could help streamline regular invoicing.
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Homepage - Widget for a customer/supplier watchlist
Watched Clients/suppliers widget
Summarise the invoices and Bills for a given contact
It would be nice to have an overview of specific (perhaps problematic) clients.
It would be good to be able to see at a glance:
- average payment timeframe (i.e. usually 5 days late etc.)
- current credit/debt value
- scheduled invoices/bills2 votesHi everyone, I can see how having a watchlist for key customers or suppliers would be really useful. Whether it’s keeping an eye on a major account’s balance or making sure a supplier hasn’t overbilled you, having those names front and center would save a lot of manual searching.
Right now, important accounts can sometimes slip through the cracks, since you have to remember to check on them individually. A dedicated watchlist would mean Xero could flag the status of these contacts the moment you log in, helping you stay on top of your business relationships.
For now, you can use the Account Watchlist to track overall categories, and for individual contacts, you can bookmark their Activity page in your browser. This lets you jump directly to their transactions and balances with a single click, saving time navigating through multiple screens.
I’ve updated this idea to Gaining Support so our…
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Homepage - Negative values in brackets and coloured RED thoughout Xero, not just the Homepage
The only option is for the Homepage - but my suggestion is for the whole system.
Having negative values in brackets and coloured RED - easier to see at a glance. To me that should be a basic feature. Extending that to reports also so there is less filtering etc.
3 votesThanks for sharing your idea about showing negatives in red and brackets throughout the whole of Xero.
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 votes and comments about how they'd like to see this too!
- Don't see your idea?