18 results found
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Home page - Add Tasks and reminders to take action on
Tasks. We would love to be able to manually add a task or reminder so that the next time we logged into a clients Xero we can see the reminder to check or do something.
49 votesThanks for your idea, Michelle. Great to hear how a checklist could improve your experience when working in client orgs. We'll start gaining interest from your idea her7e and I'll share if there are any plans made.
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Homepage - Set up multiple views (Basic, Intermediate and Advanced)
Have a few options so a basic user can cut down on the noise and just have bank accounts and the profit graph, for a new user this would be overwelming.
40 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Homepage | Invoice payments widget - Summary of key outstanding invoices
Unpaid invoices summary or ability to have a customer 'watchlist' on the homepage.
Recent invoice payments is useful, but I care less about the detail of invoices that have already been paid - that money is in my account. I want to know the detail of what remains unpaid so I can follow up with those customers. It would be great to have a watchlist of customers, their total overdue balance, & average payment days, to be able to monitor on the dashboard. This could be enabled via a simple check button in the customer profile, similar to the CoA…
25 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Homepage - Global Practice setting
Would be great to customise the Homepage across all your 450 clients at once via a global setting. Then deal with outliers individually on their own homepage.
Not sure why it's designed for single org users only. Need a way to do this on scale please!
32 votesAwesome to hear you're getting a feel of the homepage, Charles. Thanks for taking your time to feedback on what changes would make the most impact for you.
I'll make sure to share your feedback with our product teams. For now we'll get a sense of interest from others in the beta here, and I'll keep you updated if any plans for a global setting are made.
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Homepage | Bank account widget 'Account transactions' button as well as 'Reconcile items'
The ability to access the setting for each menu item is great.
The ability to create a sales invoice for billable expenses from the billable expense is outstanding.
The button to View transactions on each bank account on the home page is excellent but I would like this button for accounts that have items to reconcile as well. Fewer clicksHelp banner on each page. I would like to be able to disable this permanently for established clients.Sales tab.
Love the "Billable Expenses", Needs to be aboveQuotes. Need to be able to not bill them where I have a project invoice. Just assign the customer.
Purchases Tab:…31 votesHi Michele, connecting with our product team I understand you directly caught up with them on some of these points too. We really value the time you've taken to connect and feedback about these beta experiences.
I've split your feedback here to multiple ideas so we can track interest in each change separately.
I've updated the title of this idea to reflect the request to add the Account transactions' button to the bank account widget and you'll find the other idea's I've created on your behalf listed below. 🙂
- Navigation - Control which apps are recommended
- Contacts - Warning if entering contact simliar to existing (there was an existing idea for finding duplicate contacts so I added your vote to this)
- Purchases overview - View Billable expenses not billed.
- Sales overview - Ability to customise and shift Billable expenses above Quotes
- Navigation - Setting to turn off help for all…
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New Homepage - Ability for advisor to set defaults
Love the look and ability to customise widgets for clients. It would be great if we, as Advisors, can specify then the client can change.
Displaying the client logo in the top left is great but way too small to be effective
29 votesGreat to hear you're diving into the new experience, Michele. Thanks for taking your time to share changes that you could feel could add benefit.
We'll get a feel for the interest from other beta users from your idea here and I'll make sure to share if our product teams make any plans around this.
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Homepage - Resize Widgets
Homepage seems overly cluttered. Would be great to be able to resize widget tiles & have the ability to change the graph styles
20 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Homepage - Remove business overview and shift customise button
I like the new look. Can the Business overview heading be removed and the customise button be moved up to where it is in the old homepage, next to last login? Screen real estate is very precious, especially when the client has a lot of bank accounts/credit cards that fall off the bottom of the screen and can get easily missed.
18 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Homepage - Ability to search unreconciled transactions within the homepage
Allow searching for unreconciled transactions from the home page.
16 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Homepage - Widget for planned bill payments
Widget for planned supplier bill payments - either a summary of total by planned date, or detailed view of the next planned date payments by supplier (e.g. flexes to show planned payments in current week). Helpful for review prior to batch payment runs.
15 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Homepage - Widget of running total for GST
Include a widget showing the running total for GST on the period so far
14 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Homepage - Ability to customise columns in the chart of accounts watchlist
I would like to customise the columns that appear in the chart of accounts watchlist. I would like have yesterday's closing balance, last month's closing balance, and the change.
I use the watchlist to monitor clearing accounts, such as daily takings clearing accounts, and being able to spot when a balance has gone awry would be very helpful not only for me but for our team who reconcile these clearing accounts.
Would be even better if we could add more than one instance of the watchlist then we could have one for clearing accounts with the columns described above, and…
14 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Homepage - Ability to sort by columns within a widget
Where there are headings in the columns of the widget, being able to SORT by that heading..
For eg, "expenses to review" can be sorted by any of the columns: "submitted by", "expenses to review" or "Amount".
This would be helpful also in CoA watchlist, Recent Invoice payments or any other unseen widgets which have a list with column headings.
13 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Homepage - Ability to set widgets to show by cash basis
Watchlist figures should display as per the reporting settings.
Currently watchlist ONLY displays as accrual accounting... which means it's useless for CASH accounting businesses.
It would be great if all figures displayed are as per the accounting method of the business.
6 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Homepage - Ability to download or print
Add a widget for tracking categories with current and prior month expenses against each or even the top 5 of each category.
make the hope page printable to pdf and also for the user to be able to present it to a client or board.
5 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Homepage - Add a Tracking Categories widget with recent amounts assigned
Add a widget for tracking categories with current and prior month expenses against each or even the top 5 of each category.
make the hope page printable to pdf and also for the user to be able to present it to a client or board.
5 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Homepage - Ability to customize the color
It would be great for those that have various type of color blindness to be able to change the color, say the user has an issue with the color red or green, being able to change the color would be beneficial.
2 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Great Change
Upcoming changes are very useful. However, a small suggestion re. the home page menu: As an Accountant in practice would like the following order.
Home
Accounting
Sales
Purchases
Payroll
Reporting
Tax and
Contacts.1 voteThanks for submitting your idea on Xero Product Idea's. 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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