201 results found
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HomePage Idea - New Update
I would recommend this main command like Purchases, Sales, Payroll, Tax Account, Banking should be on the top dashboard; however, its look is very clear, simple, and convenient similar to the old Xero.
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cash liquidity ratio
Widget/feature/icon
The old Xero Homepage had a Business Performance/Current Ratio widget/icon, showing an overall progressive graph/tracker line of the Business Cash liquidity current ratio. The new Xero homepage does not have this option anywhere that I can see it. ...?
The Edit homepage options don't have this feature. ...?
Of it is there, it's not clear what it's called or what I need to add....1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Add tax return discrepancies/errors widget to new homepage
On the old dashboard, it was very easy to quickly see if any tax returns had discrepancies or errors with the Tax Alerts function.
This made it easy to identify and resolve issues early. With the new homepage, that visibility is reduced, and these issues are more likely to be picked up later.
It would be really helpful to have this Tax Alerts functionality brought back as a widget or alert on the homepage, highlighting:
- Tax returns with errors
- Returns that differ
I think this would align well with the new homepage's focus on surfacing key actions and insights, especially…
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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1 vote
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Bank feed showing as last updated Jan 1 but it used to show that no bank feed had been set up.
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 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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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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Add a colored line to the bottom of each feed to quickly identify types of accounts. Checking, savings, or credit card account
Allow for a line at the bottom of each different type of account to quickly identify the different accounts such as checking, savings, credit cards etc.
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Homepage | Account Watchlist | Gain/Loss Colour Coded Against Budget
Would love to a visual queue on the accounts watchlist to show if the target has been met compared to the budget. Could the actuals for the account have the font colour coded depending on the budget variance.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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My inventory asset value has the biggest impact on my future bank balance
Inventory value on home page.
INVERNTORY + BANK BALANCE + INVOICES = money in
minus bills out = net worth in cash terms.
Assets and depreciation and all that accountant stuff isn't real money.1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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new
Why cant you just leave it be. When you get used to one version it is then changed and you will have it by a certain date, no choice. As with everything else nowadays theres more and more information to take in. When trying to run a business theres enough to do without having to navigate more information and menu after menu
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Saving time and effort.
Allow task shortcut tabs across the top bar for regular actions. Make these editable and moveable like you have with the new homepage. ie: a shortcut to "create invoice", or any of the many varied tasks that individuals may or may not use.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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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 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Enhance productivity and speed of access to information.
Quick links to favourite (custom) reports or indeed ability to sum a number of individual chart accounts or a group of accounts
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Homepage - Bubble button navigation
I wish to suggest a possible benefit would be to have bubble buttons to the Sales Overview, Bills Overview, Payroll Overview , Reports Overview ( including Superannuation) ,an Accounts Overview and even banking Overview and a Settings shortcut bubble button. Just above all the widgets displayed to keep it quick and simple . I realise some of these overviews are yet to done, WIP at present.
This approach may make the Homepage dashboard less important, however it will make the program more functional (imo)
The Sales Overview , looks good and is a step in the right direction , thanks…
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Reconciliation process for multiple accounts
I manage multiple accounts and need to be able to display more than 50 on the Home Page - when you take into account all the bank accounts and credit cards we operate. This was allowable on the old Home Page but now alot of our accounts have been cut off. Really not ideal as makes it harder to find and complete reconciliations. Home Page is way to cluttered and messy - needs to be more streamlined as per the old Home Page.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Custom logo branding in upper left hand corner
Return custom logo branding to the upper left hand corner on the home page. Why remove this? Detracts from and depersonalises the interface. Removing features like this diminishes the experience.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Can you please add the bank logo back to the
Can you please add the bank logo back on to the bank accounts - We have multiple accounts with different banks and it is was an easy 'quick glance' way to see how different sections of the business was tracking.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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invoices
When I am doing an invoice sometimes i need to be able to insert a row, not just add to the bottom,to keep it in a certain order
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Draft Bills and Bank accounts
Drafts used to be easy to see from the home page. It is so horrible now. Also, I want the ability to have all my bank accounts on the left hand side, but the widgets need to be balanced across the screen, this is so horrible and now I cannot see any data that was so easily visible. This may be ok for single use file bookkeeping, but when you are heavily involved in 200 files, this new homepage is horrible.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Quick view of BAS liability
The activity statement widget should have the ability to show my default BAS position for the current period (to present date). ie. what is my liability position with the ATO including GST & withholding
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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