88 results found
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Homepage - Organize and order of bank accounts to mirror in the bank accounts page
Order of Bank Accounts used to be based on the way they were organized from the Bank Accounts page, and then each user could rearrange their Homepage widgets. Now this sorting doesn't seem to impact the way the Homepage is sorted.
AND, if new accounts are added, not only does the old Bank Accounts page order have anything to do with the new Homepage, but new accounts are not automatically added to the dashboard. You have to:
1) Edit Homepage
2) Add Widget
3) Toggle the New Bank Accounts on to Show on the Homepage
4) Save
5) Scroll down…5 votesThanks 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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New Homepage - Task list include bank Feed status warnings
Task List - Add "Refresh/Renew Bank Feed" warnings to the task list (limited to banks shown on the dashboard to prevent unnecessary warnings on old accounts). The task list is incredibly useful and for my own Homepage, I have moved the bank accounts to below the rest of the tables to try to maximise the usefulness of the homepage. This makes the warnings less visible.
4 votesThanks 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 - Button to reset to homepage default view
Provide an option to reset the homepage to default.
Having messed around with it, I want to go back!
3 votesThanks 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 - Rolling 12 Month turnover
I REALLY want a rolling 12 month turnover, VAT threshold warning.
2 votesThanks 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 - Correctly allocate corporation tax
Homepage - make all the charting work
At the moment Corporation Tax is located in 'Overheads', meaning that all of the charting, reporting and analytics is incorrect.
Jazzy new home page features are effectively just wrong, because even if you play with layouts in individual P&L reports, the fudamental issue is that the numbers are wrong everywhere else because the chart of accounts places Corporation Tax 'before tax', which is clearly incorrect, wrecking all the charting and reporting features thoughout Xero including on the home page.
So now the home page is littered with a load of misinformation you have…
2 votesThanks 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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To group accounts on the watchlist and show those totals would be very powerful, eg if you have many revenue accounts, a total is helpful
CoA Watchlist: For me to be able to group revenue accounts on the watchlist and show a sub-total would be very powerful. We use a number of revenue accounts for the different services provided, but have an overall target revenue number per month.
2 votesThanks 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 - Reduce font size
Make the font smaller so I can see more on one page, instead of having to scroll down for days. It looks like a children's book! People should get glasses if they can't read the smaller font Xero used to have - back in the good old days!!
2 votesThanks 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 - Month to date, year to date sales widget
Cash in and out is very helpful, however, any organisation that offers lead time and credit terms is often more focused on sales rather than income. There is no month to date, year to date sales widigit.
I get that the home page can't be all things to all people, but in part you are trying to make it a KPI dashboard without fully facilitating the needs of many.
2 votesThanks 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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I have tried unsubscribing from Xero ideas to NO AVAIL
I looked at your Product Ideas page and stupidly liked a couple of ideas. Now I get dozens of emails from Xero saying so-and-so has a new comment. I've unsubscribed over and over and over again TO NO AVAIL.
What kind of web designers are you? It can't be that hard to allow people to unsubscribe from hearing about all the other people who agree that you've cocked up the redesign. Are there actually real people doing the designing and coding at Xero or are you just a bunch of bots now?
2 votesThanks 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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Expenses to review/pay not showing 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 votesThanks 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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Hi, would like quick access to draft quotes & draft invoices, and also a small list of recent quotes.
Hi, would like quick access to draft quotes & draft invoices, and also a small list of recent quotes.
2 votesThanks 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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New Homepage - Move New Invoice Button
New invoice is the most important link on the front page. It's what keeps the machine rolling.
It used to be top left and always visible.
Now it's buried a click and a scroll and half way down page one at the bottom of the invoice tab somewhere in business overview, and I still don't have time to go scrolling for it.
2 votesThanks 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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Scrolling is painful. If boxes were small it would allow a quick glance to assess financial situation.
Does look more polished but the boxes are very large. Can they be made smaller and all the same size?
2 votesThanks 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 - Button to refresh all bank feeds at once
I would like to be REFRESH BANK FEEDS for all accounts at one. I have multiple accounts and it would be very handy to just click on one button to update all.
2 votesThanks 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 - Ability to customise layout
The new homepage card layout doesn't allow user to organise cards how they want, it's just dumb auto stacking the cards. Blank cards and section dividers will help a lot.
2 votesThanks 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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When you just wanna do something once and nowt else
Quick links
Have quick buttons for - New Invoice, New Bill, New Quote, New Statement
Have a drop down choice for which aspects of Xero the user wants as a quick button.
Simply touch button and you go immediateley to that choice
2 votesThanks 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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Make it more functional and easier to overview everything in one place
I think you need a clearer boarder around each tile as they all merge together, having 3 in a row is super cluttered and I like to keep all my bank accounts down 1 side as I have many and I can't do that anymore they keep jumping over onto the second column and it's super frustrating. I also really liked the little line graph of income for each bank account that you had before as it helped me to see if my account was getting low and needed topping up. I think it should be possible to have 2…
2 votesThanks 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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Have a number widget styles
Have a number of widget styles. Even two to start with; old and new. The old style was more compact and a lot of people seem to prefer this. So once you turn the old homepage off please allow us to use the old style of widget.
2 votesThanks 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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critical
Invoices - please add back the draft invoices total!
2 votesThanks 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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last refresh date
For bank accounts, add the date that the account was last refreshed in Xero. Currently, it only shows the date of the last transaction, but I can't tell if my last feed failed or if there just weren't any new transactions. Seeing the last successful refresh would tell me if I need to refresh again.
(One of my accounts requires MFA every time, so Xero always shows a manual "Refresh" button, and so that doesn't tell me whether or not the feed succeeded.)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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