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New Homepage

Welcome to Xero’s forum for sharing feedback on our reimagined homepage.

For all customers using the new experience, this is your opportunity to help us refine the experience. Share your suggestions on how we can improve and enhance it for you, and vote for the ideas you love.

New Homepage

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165 results found

  1. The abnility to insert just a blank space or white space of your own - I have an dd number of bank accounts, and they force wrap on the next row with a different type of widget, of a different size. Would be good if i could insert whitespace, or seperate sections, so that all my bank accounts stay together, and other widgets stay together.

    2 votes

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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  2. The old homepage was intuitive and user friendly. The new one is not. It is not an improvement. I just want to get to my balance sheet and enter payments and receipts as promptly as possible. Why complicate things? If it ain't broke, why fix it?

    2 votes

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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  3. I would like to have the option to make clearer borders, at least around my most important widgets. Without clear borders it feels like a big page of text.

    2 votes

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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  4. 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…

    2 votes

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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  5. Make draft/awaiting approval invoices and bills stand out if an action is required, or add these to the tasks section.

    2 votes

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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  6. Have the option to "switch back to old" for dashboard permanently rather than for a limited time

    2 votes

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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  7. It would be useful, if there was an option to put a HubDoc widget/button on the home screen, as now it is accessible with 2-3 mouse clicks. I use it daily with my clients and easier access would be beneficial.

    2 votes

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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  8. Managing cash flow is crucial for business. I really like your cash flow manager. I would like to have a cash flow widget on the top of my homepage, so I always know how the next 30/60d will look like.

    2 votes

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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  9. A list of sent quotes not yet accepted/declined quotes, sorted by sent date would be helpful with a direct "follow up" email button.

    2 votes

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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  10. 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.

    2 votes

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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  11. CASH IN / CASH OUT widget.
    When editing the homepage it is possible to make this widget smaller or larger - which is great. But both formats show the exact same data (6 months)!
    Can the larger view default to showing 12 months of data please?

    2 votes

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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  12. Right now "Cash In and Out" shows the last 6 months in a rolling format, which I find to be totally useless. The date range should be user-definable, and should allow for up to 12 months, and should allow you to show YTD data. I want to see month-to-month data for the whole year on the dashboard.

    2 votes

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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  13. 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.

    2 votes

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    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.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  14. The fonts for the balances are too thin, i feel like they need to be a bit smaller and at least a little bold, this is a very thin line and hard to read.

    2 votes

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  15. we are desperetly like a feature to search customer invoices based on product. so as an example, i input "business cards" then it lists all invoices with this item for us to choose?

    2 votes

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    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.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  16. With many accounts on the homepage (for example multiple currency accounts), it would be great to be able to drop the widgets into a group. Almost like the iPhones home screen. The difference would be that I could have the ability to resize the group to display the widgets in the group so they could be seen all at one (if desired). e.g. A collapsable view. e.g. All my EUR accounts grouped together.

    Rather than making the group resizable to any size, it would be limited to a 3x1 or a 1x3 arrangement, Or some other practical variation

    2 votes

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    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.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  17. Provide increased ability to control who can view sensitive financial data under standard user access. There needs to be increased delineation in the activities/access available under standard access. This would help when a user needs more access than invoice only, but less than full access to standard features (e.g. can add products, but cannot view bank accounts).

    2 votes

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    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.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  18. The continuing changes in Xero for a smaller business are confusing and unnecessary. It takes me longer to find where I want to be in the program and the terms used are not for older operators.

    2 votes

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    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.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  19. Don't show "Reconciled" for the bank account if there are still transactions to reconcile.

    This is happening where the balances match. But with some clients, the balances match every day because the bank does a sweep to restore the current account to e.g. £250, placing the rest on deposit. So the green tick and the word "Reconciled" are misleading – and look stupid next to a button telling us how many transactions there are to reconcile.

    2 votes

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    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.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  20. The home page now shows all the bank accounts and profits of the business to everyone that must not see that type of confidential info. Almost all the employees had to be loaded as advisors so that they can be able to print the necessary reports because Xero does not have th ability to allow / disallow users certain functions = like example the creditors controller must not be able to see the bank accounts or the profit of the business

    2 votes

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