128 results found
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Homepage | Task list - Include bank Feed status warnings
Task List - Add "Refresh/Renew Bank Feed" warnings to the task list (limited to banks shown on the dashboard to prevent unnecessary warnings on old accounts). The task list is incredibly useful and for my own Homepage, I have moved the bank accounts to below the rest of the tables to try to maximise the usefulness of the homepage. This makes the warnings less visible.
7 votesUnderstand how having notifications for bank feed refreshes added to the Task list could be helpful, and great to hear you find this widget useful. 🙂
Our product teams are taking on board all feedback around the new homepage and I'll be sure to share if there are any plans made to add this, here.
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Homepage | Payroll widget for employee leave requests
Hi, on the new dashboard, I don't get or can't see an option for staff leave/holiday requests. It doesn't come up on the task lists either. I feel this might be an oversight, but this could easily be missed.
7 votesHi everyone, thanks for the suggestion—it’s clear that having a Leave Requests widget on the dashboard would make it much easier to see upcoming time off at a glance. We can see how this quick visibility would help managers plan staffing and stay on top of pay runs without extra navigation.
I’ve moved this to Gaining Support so we can track interest and show our product teams how much value a dedicated homepage summary would bring to managers and business owners.
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Homepage | Cash In & Cash Out - differentiate P&L items or Balance Sheet Items.
The Cash In & Cash Out tab could benefit from the ability to determine if the cash in OR cash out is from P&L items or Balance Sheet Items.
For instance if a large cash injection occurred from the director you'd have a large cash in, which wouldnt match the profit. In contrast, a payment of liabilities for tax/gst may impact cash flow and skew the results for cash out.
The suggestion would be for a stacked/filtered view on the IN and the OUT bars, to either display the stacked cash in (on top of each other), for P&L and…
4 votesGreat to get your feedback on the Cash in and out widget from you here - Thanks for sharing.
We don't have any plans of this nature just atm, but will be keeping a close eye on the appetite of this here and I'll share if there are any updates.
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Homepage | Bank account wdget - Showing reconciled when there are items to reconcile
The new layout is harder to follow multiple bank accounts and its says "reconciled" when you still have items to reconcile which is confusing. You need to look for the green reconcile button and ignore the word reconciled.
7 votesHi team, we appreciate the feedback on the bank account widget here and I have made sure this is shared back with our product team. As soon as I have any updates I will let you know here. Thanks
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Homepage | Bank account - Add year to the date format
Add the year to the date that is showing on the bank account widget. It gets confusing sometimes. Having 15 Feb 2026 would be easier than Feb 15.
5 votesAppreciate users have differing preferences in how they'd like dates to be formatted in Xero, Leanne. We don't have any plans for changing this at present but will get a better sense of the wider interest from the community here.
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Quotes - Ability to add and edit full contact details while creating a quote
Quotes Need a bit of work, You've just added ability to generate a link - that's great, however, still can't share quote in the app.
While creating a quote for a new customer - you can't add any of their details (but you can if you create an invoice), you have to create new customer first then go back to creating a quote, we have a lot of new customers just walking in.
Often we'll start on an Invoice Page and we can't just change that invoice to quote once it's started. Is it possible to change invoice to quote…
6 votesHi Adam, thanks for sharing this idea. We can see how needing to leave the Quotes screen to update a phone number or address interrupts your momentum.
At the moment, the option is to create a basic contact and then update their details from the Contacts menu afterward. While that works, we understand that being able to enter or edit everything in one place would make the process smoother.
I’ve moved this idea to Gaining Support so we can track interest and highlight to our product teams how in-screen editing could simplify the quoting workflow.
Just a quick note — we’re only able to track one idea per post. If you have additional suggestions, please raise them as separate ideas so we can accurately monitor the traction and feedback for each one.
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New Homepage - Ability to hide accounts that are no longer needed
Of the seven accounts listed on my homepage, only 3 are now required. Please provide the functionality to hide / remove accounts which are no longer valid and reconfigure the layout to suit a user's individual needs. i.e. by click and dragging the boxes into your own preferred layout.
4 votesThanks for sharing this idea and how the new homepage impacts your workflow.
Right now, you can:
- Use Customise homepage to add or remove whole widgets (including Bank accounts and Chart of accounts watchlist), and
- Choose which bank accounts appear in the Bank accounts widget, and which GL accounts appear in the Chart of accounts watchlist via Select/Edit accounts.
There isn’t a broader option to hide individual GL accounts across the homepage, and this isn’t on our current roadmap, so we’re moving this idea to Gaining support so others can vote and add their use cases.
While we can’t commit to a change here right now, your feedback is logged and will be considered as we continue to iterate on the new homepage experience.
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Homepage | Bills to pay - Ability to drag & drop files for bills
Provide a widget where you can drop any bill, expense or invoice, right on the homepage for Xero to analyse.
8 votesHi Tom and John, not a direct drag & drop to a widget on the homepage, however from the 'Bills to pay' widget you can click Add bill > Upload bills which will direct you to Bills and pre-open the upload modal. 🙂
This isn't something we have direct plans of right now, but will get a feel of the interest from the community for the idea here.
It'd be good to track interest in this feature for Bills and Expenses separately as widget enhancements would typically be reviewed individually. I've created a new idea for this in Expenses and added you both to this for any updates.
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Homepage - Improve loading
Create a "low bandwidth" version this is now so much slower than the old page on slow internet connections 271 resource requests is just stupid for a home page and 1=nearly 50mb of resources? not everyone has fiber to the building and a 250mb/s connection.
5 votesHi Geoffery, thanks for sharing this! We can see how a smoother experience on slower connections would make working in Xero more seamless, especially when you’re remote or have limited internet.
Right now, using the Xero mobile app for lighter tasks or clearing your browser cache can help speed things up, but we know a dedicated low-bandwidth mode would make day-to-day work even easier.
I’ve moved this idea to Gaining Support so we can track interest and show our product teams how much of a difference this would make.
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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 - 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 - Thanks4 votesGreat to hear you find the Net profit or loss widget useful! We're continuing to stay close to the pulse of feedback on the homepage here, so I'll be sure to let you know if there are any plans made for adding Gross profit or loss.
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Homepage | Bank account - Make Refresh bank feed button stand out
Make the 'renew bank feed' button/message clearer, it doesn't stand out very well on the new layout.
5 votesThanks so much for taking the time to share this, and for calling out how the renew / refresh bank feed experience on the new homepage.
We’ve moved this idea to Gaining support. This means it’s not currently scheduled on our roadmap, but we agree it could improve key banking workflows, so we’re now watching community votes and comments to help us prioritise it alongside other homepage and bank feeds work.
Please keep adding any extra details about your workflow (for example, how often you’re refreshing and how many bank accounts you manage) and encourage others who’d benefit to add their vote — that will help us understand the impact when we’re reviewing future changes to the homepage bank accounts widget.
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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.
7 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 - 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/bills4 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 - 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…
14 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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Xero Tax (UK) - MTD for IT running total on homepage
Include MTD running total for self-employed and landlords.
Tracking tax payable can help inform decisions about, for example, pension contributions, investing in property upgrades or paying off mortgages that affect tax bills.3 votesThanks for sharing this idea about MTD running totals for self-employed individuals and landlords.
We appreciate you highlighting how visibility into tax payable could support financial planning decisions.
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 - Ability to add attachments to the task widget
A widget or chatbox where you can leave comments for accountant or business owner?
Ability to strikeoff and clear the comments/tasks. Ability to add attachments like screenshots or even videos will be a great feature for this widget.
This widget can sit on dashboard.
17 votesHearing the different ways our customers would find tasks on the new homepage experience most useful is really valuable. Thanks for sharing your interest in being able to attach files with us here.
Right now, our product teams are considering all the feedback we're receiving from our customers on this new experience, and we will share if there are any updates for this with you.
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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.4 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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Home page | Profit or Loss widget - Independent toggle for accounting basis
Please derive the Home page Profit and Loss accounting basis from the business setup setting i.e. cash or Accrual.
This issue has been raised before and closed by a naive XERO person with no understanding of how a USER thikns or expects to use the system.
The request by the user is not "existing functionality" as stated by the incorrect Xero staff. Being instructed to leave the homepage, go the the Dashboard (some of us dont need to use those), changing a setting in a Dashboard widget and then come back to the Homepage is not a helpful instruction.
FYI…
2 votesHi Michael, appreciate you re-raising this idea with us and would like to provide some clarification on how Profit or loss widget accounting basis is currently derived.
This is driven by the organisations Report preferences - Report preferences can only be set and changed by a user with the Adviser role in the organisation so if you do not have this permission you would need to contact another user who does.
Understand there is also the request for having an independent toggle that can be actioned from the Homepage and we will continue tracing interest for this here.
In terms of how the idea forums statuses work - When a post is moved to Existing functionality, or Feedback comments and votes are turned off however if you disagree or would like to provide feedback about the response there is an option within the email update you'll have received so you…
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Homepage | Net profit and loss - 12 month view
I REALLY want a rolling 12 month turnover, VAT threshold warning.
3 votesThanks for sharing with us here. We're keeping a close eye no the support for ideas around the new homepage and will watch interest in this idea grow. I'll be sure to share if there are any plans made for this, here.
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