116 results found
-
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…
4 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.
-
Homepage - Add “New Mileage Claim” button in Expenses widget
Would it be possible to add in a "Create New Mileage Claim" in the 'Expenses' section of the new Homescreen? Currently there is a button to 'Create new Expense', but I know of a lot of Xero users that have significantly more mileage claims to input than expense claims, so having the quick shortcut option for the mileage element would be far more efficient.
3 votesThanks for your feedback on adding a dedicated mileage claim button to the homepage. We appreciate you sharing how this could streamline your workflow, especially for those processing mileage claims regularly.
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.
-
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.
14 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.
-
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.
-
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.
-
Homepage - "Renew HMRC Connection" link in the VAT Returns widget
VAT status in home page needs to link to HMRC to renew link as on old version. For reasons I don't understand the link does frequesntly need renewing. I had to switch back to old version to do this today.
3 votesHi everyone, thanks for raising this.
We know that when your HMRC connection expires, not being able to renew it directly from the dashboard can slow things down.
For now, the best way to reconnect is to head to Tax > VAT Return, then follow the prompts in settings to reconnect to HMRC.
I’ve moved this idea into Gaining Support so we can keep track of interest and share your feedback with our product team. It’s clear that having a simple “Renew” option on the VAT widget would make things easier, and your input helps us build a stronger case for it.
-
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.
-
Homepage - Ability to add multiple copies of the same widget with different filters/periods
Allow duplicate widget tiles
For instance, allowing us to have a tile for 'Net profit and loss - year to date' AND a tile for 'Net profit and loss - last quarter' etc. without having to switch the one 'Net profit and loss' from year to date to last quarter.
Also being able to specify a 'tracking category' for any given tile would allow us to separate PnL at a glance without having to go through the reporting to do so.
4 votesHi everyone, thanks for sharing this idea. Being able to have multiple versions of a widget would make it much easier to compare different data points at a glance—like this month’s sales versus the same period last year—without constantly adjusting filters or date ranges.
I’ve moved this to Gaining Support so we can monitor interest and show our product teams how having extra widget flexibility could help you see key comparisons more efficiently and get a clearer view of your business at a glance.
-
Homepage | Banking widget - Option to update feed login details
The 'update feed login' isn't available under the dropdown on the new page
3 votesHi everyone, thanks for sharing this idea. Being able to update bank feed login details directly from the dashboard would make it quicker to resolve connection alerts and keep your bank feeds running smoothly. We can see how having that action available right where the notification appears would help you get back to reconciliation faster.
I’ve moved this idea to Gaining Support so we can track interest and give our product teams visibility into how helpful a direct “Update login” option on the dashboard banking widget would be.
-
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.
4 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.
-
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.
-
Homepage - Add shortcut to access Repeating Invoices list
On the "Invoices owed to you widget" please add a button to go straight to "repeating invoices." You currently have "New invoice" and "View all invoices." It looks like you have room to add "Repeating invoices." You could change the text from "View all invoices" to "All invoices" if you needed more room.
3 votesHi Maggie, appreciate you for sharing your idea and explaining how this would fit into your workflow. It’s helpful to understand where quicker access could make things run more smoothly day to day.
We’ve moved this idea into Gaining Support, so it’s now open for the community to add votes and comments. Seeing how others respond will help us understand how widely this need is shared.
As a short-term workaround, you could bookmark the Repeating Invoices page in your browser or pin that tab so it’s always within easy reach. It’s not quite the same as having a dashboard shortcut, but it can help shave off some time while we continue to gather feedback.
-
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.
4 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!
-
Homepage - Show expenses to review/pay in task list
When I add the "expenses to review" widget to the homepage, this shows the expenses that are needing approval, and how much is to be paid.
At the moment I have all my expenses reviewed, and some that now need payment. Why is this information also not replicated in the "Tasks" widget?
What is the point of a "Tasks" widget if it doesn't summarise all the needed actions highlighted across all the selected/displayed widgets? At the moment the listed tasks appear to only summarise a few widgets (and even then regardless of whether those widgets are selected to be shown…
2 votesAppreciate the feedback and how you'd find this information useful within the task widget. Our product teams are reviewing this widget to consider what additional items would be most useful for customers and your feedback here is welcomed. We'll be sure to let you know if we make plans to add expenses to this widget.
-
Homepage | Bills to pay - View for bills Due today
Hi we really need the homepage Bills widget to display bills due for payment TODAY.
We receive a lot of bills and we pay them on the due date.
Currently it is not easy to find bills due today among all the bills awaiting payment.
The widget displays overdue bills, it could easily show shows due today so we can easily display and pay them.
Thanks
3 votesAppreciate your feedback, and explaining how viewing bills due today from the homepage would help your business, Rick.
Right now we're watching all feedback we're getting about the new Homepage closely. We'll get a sense of the community interest for this here and share if there are any updates. Thanks
-
Homepage | Banking widget - Real Time Balance (included future payments)
There should be a widget that shows current bank balance, that includes future payments. The current one only shows bank statement balance, and balance in Xero that only shows up to the current date. But when paying bills, it's nice to know the current balance after other future payments to have a full idea of cash flow available. This widget should then also follow through to the bills pages so I can pay bills and see my balance in real-time to make better plans of which and when bills should be paid.
3 votesThanks for your feedback, Aaron. It's good to get a sense of interest in others that would find this view useful. We'll start to track through your idea here.
-
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.
-
AU Payroll - Add employee overview calendar to widgets
Add employee homepage calendar to main homepage as a widgets. You have no idea how many employee birthdays i have missed and that would solve that problem!!!! Sounds like an easy one
3 votesThanks for sharing your idea about better visibility of the payroll overview calendar.
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.
-
Homepage - Add app tiles to homepage for easy access
Ability to choose favourite apps and add them either to the top menu bar or the homepage. It will turn 2 clicks into 1 click which seems picky but when launching hubdoc often it would really speed things up
2 votesThanks for sharing, Andrew. Good to know the use you'd find in being able to add an app to your homepage directly for ease of access.
Lets get a wider sense of the interest in this from community here. I'll let you know if there are any plans made.
-
Homepage | Invoices owed to you widget - Change message for overdue invoices
The text that says '1 of 3 overdue' is so misleading. I took it to mean there were 3 overdue invoices as the the whole line is red. I kept looking for the three overdue invoices, but there weren't three, there was only one. Maybe I'm just dumb, but there's got to be a better way of saying that.
3 votesAppreciate users may read this message differently, Nicola. We're listening to feedback about the new Homepage closely so we'll begin to get a gauge of others that find this confusing here.
- Don't see your idea?