73 results found
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Homepage - View Notes for overpaid invoices
Critically important to our business is being able to easily view 'notes' on overdue invoices next to their overdue amount in a list. No additional click thorughs with each individual invoice number as is the current system.
Knowing when a reminder was sent and being able to view what their latest response was in a list form would massively help with managing unpaid invoices.
We create separate spreadsheets to track overdue invoices and bad debt which is inefficient.
This should be resolved with a quick view in the dashboard to ensure better debt management.
Please8 votesThanks for sharing how we could make the new Homepage more useful for you, Harry.
It'll be good to understand the volumes of users that would also find this useful from your idea here - Make sure to also share your idea if you have colleagues that'd also find this useful and they can vote here too.
Our product teams are paying close attention to the feedback we receive on this here and I'll share if there are any updates.
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Homepage - View recent file uploads
Widget or badge to show if there have been new files uploaded by the client or colleagues since your last logon.
5 votesAppreciate your feedback and hearing what information you'd find most useful to see from the new homepage.
We'll start to track the interest from the community in this here, and will share if there are any updates.
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Homepage - Business Performance dashboard
I would like the Business Performance graph to remain. Its a useful visual and instant reminder of the performance.
Additionally adding the VAT liability to the home screen would be extremely useful. Yes I know it changes daily, however a good insight for business and management of cash flow in an instant (without having to produce reports).
The contents of the proposed Task Bar is just a duplication of information that's already on the home screen therefore not useful to add them collectively on 1 widget. To be able to add our own written task and reminders on a calendar…
6 votesReally good to hear you exploring the new homepage, Estela.
We ask that each idea is contained to one feature request so that it's easy for other members to understand what they're voting for and we can best keep you updated on any progress on a feature. I've slightly amended the title of your idea here for the first you've shared on the Business Performance dashboard.
We appreciate hearing how you find this useful, however we want to be upfront that we don't have intentions of adding this to the new Homepage, to make way for new features that will be coming soon. You'll be able to continue accessing key information from the Business Performance Dashboard page.
The Tax & Reporting widget has been replaced by a new sales tax widget, and depending on your region this will be available in the next 12 months. We also have an idea…
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Homepage - VAT & Corp tax running total
At a glance, a running total of VAT and Corporation tax due. As a small business, this would be very helpful for planning. Crunch Accounting had this on their homepage and it is the only thing i miss about their very clunky system!
9 votesHi Lyn, thanks for adding your feedback on our prototype for the new Xero homepage in regards to running totals for VAT/GST/BAS and Corporation/AU/NZ Tax, this is incredibly valuable to the team as they make the refinements.
We know this addition would help you keep a closer eye on your business's financial health. We appreciate your continued feedback on the prototype homepage and encourage you to leave more feedback for us.
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Keep Reporting and Accounting tabs together
As an accountant I prefer the Reporting and Accounting tabs together, under one tab as it has always been. It would slow me down, if I had to search for accounting tools/reports under different tabs.
Please keep it simple!7 votesIt's interesting to hear how our different customers find the navigation most useful for their needs. Thanks for sharing, Laszlo.
We have a close eye on all the feedback we're receiving on this new experience here in the forums and we'll get a good sens of the interest from others that'd prefer this view from your idea here.
We will share if there are any updates.
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Homepage | Bills Awaiting payment - Filter out expense claims
Filter out expense claims from Bills Awaiting Payment
I input my own money occasionally into the business & don't require paying back, so the expense claim is left "open" & shows up on Bills awaiting payment - thus confusing the amount owing to Bills I have outstanding.
7 votesThanks for sharing your idea, Mark and feeding back on the new homepage.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
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Navigation - Practice Setting to set default for Favourite reports
Can the list of favourite reports be set to default to always include the Trial balance (at least with Advisor rights). As an accountant I always run a Trial balance report and have to manually set this as a favourite on every client I log into. I also regularly use the accountant transaction report and Aged payables and receivables which are already default favourites.
9 votesThanks for sharing on the new navigation with us here, Shirley. We'd like to get a sense of the interest in this from the community here and will keep a close eye on the traction.
If there are any updates we'll share with you here.
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Homepage - Reduce Motion for accessibility
Looking at the new interface at https://www.xero-reimagined-nav-hp.com/ the widgets fly in from the side, and the charts all animate from zero to their full value. I have an accessibility requirement to have reduced motion, and have selected this option on my computer which the new Xero website is ignoring. Websites can use this selection as shown in https://developer.mozilla.org/en-US/docs/Web/CSS/@media/prefers-reduced-motion and https://www.w3.org/WAI/WCAG22/Techniques/css/C39. Can you please implement the best practice for accessibility, and ensure all users can comfortably use your updated website by removing unnecessary animation when requested with the reduce motion option? Many other websites include this accessibility feature which is…
6 votesReally appreciate you sharing this feedback with us here, Michael. I've made sure to share this back with our product teams and we'll get a sense of the impact this has for others in community from your idea here.
If there are any updates to share around this I'll make sure to give you an update here.
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Homepage | Tasks - Include documents to be reviewed in Hubdoc
Include if there are documents to review in hubdoc under tasks
9 votesWe appreciate you sharing improvements you feel would be most valuable within the Task widget of the new homepage experience.
Our product team are carefully considering all feedback we're receiving on this and I'll be sure to share if there are any plans made with you here.
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Homepage | Tasks - Bills due to be paid warning/reminder
In the tasks, it should report on the bills that are due to be paid in x period - whether that be a week or fortnight - user should be able to set it based on frequency of using the file.
This would act as a prompt to ensure payment is made.
In addition, there has not been a solution to recording a credit card statement due for payment. Being able to record the amount due and due date would really help! Fixing this would also be extremely useful
9 votesThanks for sharing your ideas around the new homepage with us here!
We've reviewed your idea and now will be keeping a close eye on the interest this receives from community here. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
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Homepage | Chart of Account Watchlist - Only show accounts with a balance
Chart of Accounts Watchlist
I would like it to only show some accounts if their balance does not equal 0
Rather than reporting it when the account is 0 and just occupying space.This would be useful for Wages Payable, Superannuation Payable, Suspense accounts and various other accounts
10 votesGreat to get your feedback on the changes that would help you within the new homepage - Thanks!
We're watching the traction this receives closely and will share if there are any updates.
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Homepage - Ability to add attachments to the task widget
A widget or chatbox where you can leave comments for accountant or business owner?
Ability to strikeoff and clear the comments/tasks. Ability to add attachments like screenshots or even videos will be a great feature for this widget.
This widget can sit on dashboard.
13 votesHearing the different ways our customers would find tasks on the new homepage experience most useful is really valuable. Thanks for sharing your interest in being able to attach files with us here.
Right now, our product teams are considering all the feedback we're receiving from our customers on this new experience, and we will share if there are any updates for this with you.
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Homepage - Ability to check tasks
A widget or chatbox where you can leave comments for accountant or business owner?
Ability to strikeoff and clear the comments/tasks. Ability to add attachments like screenshots or even videos will be a great feature for this widget.
This widget can sit on dashboard.
17 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Navigation - Hotkeys / Keyboard shortcuts
Can we add hotkeys for frequently used functions.
For example
Search - Alt + S
Invoice - Alt + I
Dashboard - Alt + D
Bank rec - Alt + B
And etc20 votesWe appreciate some of our customers find keyboard shortcuts very useful for navigating. Thank you for sharing your interest in this with us, here.
Our product teams are aware of the interest in this here and it would be great to hear more of the specific shortcuts you'd find most useful here. We'll share any updates with you here.
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Homepage - Chatbox or notepad on Xero
A widget or chatbox where you can leave comments for accountant or business owner?
Ability to strikeoff and clear the comments/tasks. Ability to add attachments like screenshots or even videos will be a great feature for this widget.
This widget can sit on dashboard.
15 votesThanks for the clarification, Davie! We don't have immediate plans but are closely monitoring the feedback and votes this receives here. If there are any plans made for a feature like this we'll let you know, here.
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Navigation - Add Urgent or Priority to Projects menu
Hi Kelly, concerning projects, I have a thought or idea in seeing HOT Projects or URGENT or PRIORITY Projects in the Projects drop down just like the drop down on the Reporting button that you have Favorite Reports when you create custom reports or when you favorite some of the standard ones. Thank you, John
9 votesThanks for sharing how you can see us developing the new navigation experience to further enhance this for you.
Our product teams are taking all feedback we're receiving through the forums here into careful consideration as they keep planning their roadmaps.
We understand our customers have different needs when it comes to menu options and will share if there are any updates on this with you here.
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Homepage - Widget for month end review
I love the new homepage and how I can customize to make it less busy. I also love the Task widget. It would be great if there was a month end review widget showing a list of bank and credit card accounts with the last reconciliation date.
12 votesGreat to hear the information that would have the most meaning to you. Thanks for sharing through Xero product Ideas.
Our product teams are carefully reviewing the feedback we're receiving from our customers on this new experience and if there are any updates we will let you know.
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Homepage - Widget for custom reports
Have a widget for custom reports.
Be able to access your customised reports from the home screen or at least from a button on the drop-down menu.
15 votesHi team, just make sure we understand the request here - would this be to purely access custom reports, or is there something you'd also want to be seeing from a visual POV on the Homepage?
Thanks for engaging with us on this here.
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Homepage - Add GST return due date to Tasks widget
Add GST Return due in the tasks box
A lot of clients miss the reminder from IRD that a GST return is due, as reminder in Tasks would reduce this risk18 votesReally good to understand the different needs of our customers and can understand why you'd like more visibility of the organisations GST return date.
Our product team are tuned into the ideas here and tracking the interest this receives closely.
We'll share if there are any updates. Thanks
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Navigation - Ability to change ordering of menus
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.12 votesInteresting to hear the differing views in terms of the ordering here. Thanks for your feedback.
We're paying close attention to everything our community is sharing about the new navigation here and if there are any plans made around the ordering we will let you know.
- Don't see your idea?