165 results found
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Bank Feed Refresh Notification
When refreshing the bank feed we used to get a "loading" type of notification on the old layout on the homepage when it was actively refreshing. Now nothing seems to be showing but when I switch back to the old layout I can see that it's "loading" (or if I click on the bank itself).
It's helpful to know if the feeds is "thinking" or not so I don't prematurely bug the client to fix on their end. And an overview of all the accounts that are loading is nice instead of having to click on each one. Thanks!
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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Make the Net Profit or Loss widget more useful
There is the option to pick a few set time periods but for me none are particularly useful, unless I look only at times of the month when (a) everything is completely reconciled - eg at the beginning of a calendar month it is unlikely that all the banc rec has been complete for the previous month AND (b) when Invoicing and Payroll have both been closed off (eg I invoice by calendar month and payroll by calendar month, but with a 2 weeks time lag - for cashflow management... so there are times of the month when most invoices…
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.
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 🙂
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Easy access to my "favorites"
I would like a "favorites bar", just above "Business Overview" on the homepage for shortcuts like the google browsers have for items like VAT201 report, manual journals, balance sheet ect. Easy access rather that going via drop down menus.
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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Negative values in brackets and coloured RED
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.
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.
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 🙂
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Please add a widget that shows the bank account on the homepage as a simpl list with name, balance, and transactions to reconcile. The curre
Please add a widget on the homepage that displays the bank accounts in a simple table format, including the account name, balance, and transactions that need reconciliation.
Overall, the new layout takes up too much space, making it difficult to fit essential information on a screen.
A more compact view without unnecessary elements would be appreciated.
And also the optin to disable popup adverts!
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.
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 🙂
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This would help with the data on my screen visually
VISUAL: Adaptive layout & zoom to fit?
I use my widescreen monitor to use two windows side-by-side, but then the Xero window has a lot of negative space around the tabs (see image) and the only way I can find to make this larger is to zoom in the browser, but that makes all the browser items zoomed, which I don't want. If I enlarge the Xero tab, the layout adjusts to a sweet spot, but that also doesn't fit nicely on full screen, and I end up clicking between things more than is efficient, so it should ideally sit…
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.
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 🙂
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Making it pretty is irrelevant when you cannot reconcile via Account Number in the bank!
Making it pretty is irrelevant when you cannot reconcile via Account Number in the bank!
It doesn't even search the field now in the Match boxes!!!
This is going backward and covering it with visual updates is like putting lipstick on a pig!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.
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 🙂
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Font
The font is too fine and hard to read. The font size of 'balance difference', 'reconciled' etc is a bit too small
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.
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 🙂
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Homepage - Inventory widget that shows when stock is low
Have the graph for the home screen with the inventory stock and flagging items with low stock.
6 votesThanks for your idea here, Sergii. Really good to hear what our customers would find most useful to get a visual of from the homepage.
We're beginning to track the interest for an Inventory widget that'd show low stocks from your idea here and I'll share if there are any updates.
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Reporting - Ability to choose accrual or cash basis on the Chart of Accounts Watchlist without changing the accounting basis for Reporting
We use cash basis for reporting, but utilize the COA watchlist in the accrual basis.
Having the ability to choose your accounting basis on the Chart of Account watchlist would allow users to take full advantage of the COA watchlist without having to change their reporting basis to one basis to utilize the watchlist and back to the other for reporting.
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.
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 🙂
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Dashboard - Ability to set default dashboard for all users within the organisation
When customising the homepage view, it would be helpful to have the option to set that customised layout as the default view for all users.
This would make sure everyone logging into the file sees the same key information and widgets to keep everyone aligned
2 votesThanks for sharing this here. Currently the reason for this functionality to not exist is because the home page for all users may not appear the same. In particular, the users with the same permission roles will get the same view.
We've moved this idea to gain more support from the community. You can share this with your peers and colleagues so they can add their vote onto it as well!
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Bills and Invoices should show draft items
Previously, draft bills and invoices were visible on the homepage. Please reinstate them.
1 voteThanks 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. 🙂
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Homepage | Expense widget - Input and categorise expenses
There is no widget for expense reporting. This has to be the most common thing that small business owners have to do - input expenses and categorize them. Why isn't there a widget to input and categorize expenses?
1 voteHi Cecil, appreciate you feeding back on your experience with the new homepage.
Just to confirm within this view there are two Expenses widgets - 'Expenses to review' and 'Your expenses'. If these aren't showing for you atm there is a 'Customise' button on the top right of the homepage to add these widgets.
Can you share if there is other detail you are expecting to see in either of these?
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leave request
Would love a widget that shows the leave requests sorted by closest leave date to later leave dates with a filter option to adjust to be able to show just pending approval, just approved or all.
Another widget that would be helpful is a summary of timesheets submitted for the current pay period/ next due pay run.
1 voteThanks 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. 🙂
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Faster and easier navigation to overdue invoices
I love that there is an easy to see red link to overdue invoices on the homepage, but could this also be added to the Invoices page? I keep going through extra clicks because I click into my overdue invoices to deal with them, select an invoice, and then have the 'back to invoices' link but if I click this there is then no option to select only overdue invoices to view. Also it would be great when viewing all invoices to have some easy way (maybe an '!' symbol or similar so it's colour-blind friendly) to identify which ones…
1 voteThanks 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. 🙂
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Correction on Widget
The "Recent invoice payments" Widget on the Homepage seems to be showing the wrong date for the receipt date. It seems to be behind by a day.
1 voteThanks 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. 🙂
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Ability to enter actual statement balance and date, compared to just what the bank feed assumes it to be
Ability to enter actual statement balance and statement date (i.e. from a PDF), compared to what the bank feed assumes it to be. This way we can verify that a user has actually checked the bank balance and the last date it was verified (and for what value). Xero is far to easy to post historic transactions without a clear reconciliation (due to always having items in "unreconciled" at any point in time.
There could be a link from the Bank reconciliation report, or as mentioned above, a box to enter last statement balance and date, for better oversight all…
1 voteThanks 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. 🙂
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Homepage VAT Widget - Link missing
Please add the "GO TO VAT RETURN" Button / Link back to the VAT Widget.
It is in the Old Version but not the new one.1 voteThanks 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. 🙂
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Homepage | Tasks - Add CIS monthly return reminder
ADD CIS MONTHLY RETURN TO HOME PAGE
1 voteThanks for your feedback, Nathan. We'll start to get a sense of the community support for this from your idea here.
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Homepage - Ability to customise and add logo in top left of page
Can we change the logo you have provided in the upper left hand corner and use our own?
1 voteThanks 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. 🙂
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