128 results found
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Homepage - Ability to show Invoices owed on a net basis
Show invoices owed on a net basis
2 votesThanks 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 – Show Chart of Accounts Quarterly Budget on the Widget
Like many business' we operate more on qrtly budgets than monthly due to month to month volatility.
I love the chart of accounts widget but for us it would ideally be able to show this quarter as well as this month2 votesHi there, thanks for sharing this! it’s clear that having a quarterly budget figure on the Chart of Accounts watchlist widget would make managing your finances even easier. We can see how having that data live on the dashboard would give you a quick, clear snapshot for proactive planning without needing to switch to the full Budget Manager report.
I’ve moved this to Gaining Support so we can track interest and show our product teams how much this extra flexibility could help you stay on top of your long-term goals.
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1 vote
Hi Ernie, we understand that being able to view Net Assets in the Account Watchlist would make it easier to monitor your overall financial position from the dashboard.
We’ll continue to track interest to help our product teams understand the value of expanding the accounts available in Watchlist.
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Homepage - Show "No bank feed set up" instead of "Last updated " on unlinked accounts
Bank feed showing as last updated Jan 1 but it used to show that no bank feed had been set up. Please can we go back to the more meaningful description.
I've been asking new clients to check their bank feed when I should have still been chasing them to set it up. Now they're totally confused.
1 voteHi Della, thanks for sharing this idea. Clear status wording on the dashboard really matters, especially when you are managing clients and keeping track of accounts that need attention.
We hear the need for clearer messaging on unlinked accounts, like showing “No bank feed set up” instead of a generic “Last updated [date]” when there is no connection in place.
We’ll continue to track interest and share it with the relevant product teams.
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Bank Reconciliation - Show number of lines 'Auto-reconciled' since last login
Add the number of transactions that have been auto reconciled (since last login) for each bank account so that we need to check the auto reconciled transactions rather than think that there is nothing to reconcile. Now we have to drill down into each account to check if there was anything and this takes longer than reconciling the transactions in the first place, making it easier to turn off the auto reconcilie functionality.
2 votesHi Kathy, a quick “recap” of what’s happened while you were away could be really useful—especially when automation is handling a lot of the work, it’s reassuring to have that confirmation without having to dig through transactions.
For now, you can review all reconciled statement lines via “View all reconciled” from the last date you previously checked. It does take manual effort to remember the exact date, but it’s a practical workaround for now.
We’ve moved this idea to Gaining Support, and it’d be great to hear from you and others about how you’d use a summary feature—your examples really help the team understand its potential impact.
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Dashboard - Chart of accounts watchlist to include previous month
We utilise the chart of accounts watchlist as a quick snap shot of our month. It would be great to be able to add a previous month option to this. So we can see this month, previous month & YTD in this watchlist without having to run a P&L report to cross check everything
1 voteThanks for sharing this idea. We appreciate you sharing how having the previous month figures alongside current month and YTD data in the Chart of Accounts Watchlist could make for a much more useful at-a-glance view on the Dashboard.
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 - View date bank feed requires refreshing
Please reinstate this notation wthin each access box/widget . It's useful.
"This account will stop importing transactions on ?? ?? ????
1 voteHi Alain, thanks for contributing your idea. We can see how having clearer visibility of bank feed reauthentication dates would help, especially when managing multiple accounts.
Having expiry information visible directly from the bank account widget on the homepage could make it easier to stay ahead of feeds disconnecting and avoid interruptions to transaction imports.
We understand the value of keeping these reminders more visible within day-to-day workflows, so we’ve updated the idea to Gaining Support while we continue tracking the feedback and interest shared here.
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Homepage - Customise widgets to display by contact groups
It would be great to be able to customise any invoice related widgets on the home dashboard because different staff look after different types of customers all of whom have been assigned to their own contact groups.
It would be good for individual staff to be able to customise their widgets to only show customers in their respective groups to monitor overdue invoices etc. at a glance
1 voteThanks for sharing this here, we understand that having a watch list with contact groups attached would be beneficial. We've opened this idea up for the community to add their votes and share their thoughts. We'll monitor this space for more traction in the meantime.
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Homepage - Bills to pay/Awaiting Payment screen to group by date range
TASKS Tab - Make the Hyperlink to "Overdue Invoices" filterable by date range - or more simply add 'several' system generated date ranges ie: (1) 0-30 days Overdue; (2) 31-90 days; (3) 90+ days. This would make instant "Aged Receivables Reviews" a breeze - as smaller businesses have more tolerance for mild customer payment delays - but need to focus on those debtors with invoices that aged beyond several months.
1 voteThanks for sharing this idea about filtering overdue invoices by date ranges on the homepage. We appreciate you explaining how this could help with aged receivables reviews.
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 - Print list of invoices and totals
I'm a builder. I often pre-prepare invoices and want to print a list and total amount expected, a print button on the dashboard of invoices would be helpful
1 voteThanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate you explaining how being able to print your invoices from the homepage would improve your workflow.
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 - Showing daily income
Show what is made on a daily basis as well as monthly basis
1 voteHi Lora, thanks for sharing this Idea with us! We have moved this to Gaining Support and now all you need to do is to share this with your Friends and other colleagues who share your thoughts on having a daily income option on the new Homepage. They can vote and comment and we will keep an eye on the progress of the Idea.
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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 - 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 Sandra, would be good to get more detail from where you'd find the email most helpful to access?
To highlight where you can currently retrieve these;
- For emailing files to your Files inbox just click the organisation's name, select Files. From this page you'll find the unique email from the 'Email to Files inbox button in the top right
- For emailing bills to your organisation click Purchases > Bills. From the New bill drop down you'll see a quick option to Copy your forwarding email address.
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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 voteAppreciate you bringing this up, Skubi. A Frequent Suppliers widget where you could quickly copy or edit bills sounds like a really handy time-saver for your data entry. We understand that having to search for a supplier or navigate to the full Bills screen each time can slow down your workflow.
As you may be aware, you can use Repeating Bills to automate recurring costs, which works well for regular expenses. You can set the bills to be created as drafts which will allow you to edit it before approving.
I’ve moved this idea to Gaining Support so we can track interest and share it with our product teams. This helps highlight how a shortcut like this could make managing accounts payable smoother and faster.
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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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Users - Show number of days for 'Last Signed In' in the previous year
The 'Last Signed In' date on the homepage is a bit misleading when in the situation where you signed in before the Xmas break, and then signed in again in the new year. Currently the way it handles this 'Last signed in 1 year ago' makes it sound like you haven't signed in for 12 months.
I think a better solution here would be if it just said x days ago
1 voteThanks for sharing your idea about how you'd like to see this improved.
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 too!
- Don't see your idea?