68 results found
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Navigation - Freeze bar at the top of the page to save scrolling
Can the main pull down bar (Dashboard, Business, Accounting, Projects, Contacts) be fixed at the top of the page? When viewing a screen that has 100 or more lines, it would be a lot more convenient to have immediate access to this than having to scroll all the way back up.
218 votesHi team, we appreciate all the feedback this idea has received over time. With our reimagined navigation this is something our product teams considered closely, however there is a bit of work involved to achieve what's being asked and we want to be open it's not in the roadmap right now. However, we're keeping a pulse on the feedback here and will be sure to share if there's any progress. Thanks
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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.
132 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 - Simplify layout
The beta version of the new Xero layout. updated interface feels overly busy and cluttered, which makes navigation more difficult—particularly for clients who manage multiple bank accounts.
I believe users should have the choice to switch to the new layout when they’re ready, rather than being automatically transitioned.
Additionally, clients pay for Xero to streamline their financial management, not to have advertising pushed at them.The current design detracts from the user experience and makes it harder to find and complete tasks efficiently.
126 votesHi Kelly, and others that have joined the idea here sorry it's taken me a little to round back.
We really value the feedback we've been receiving on the visuals of the homepage and our customers feelings on the sizing and layout of widgets.
- related to sizing of widgets - we have another idea that'd also be good to vote and stay updated on
Regarding any issues on opting out - I connected with our product team, and understand there was a brief issue for a very small group of users right at the beginning of the beta that may have caused trouble for some when trying to Opt out however I can confirm this was quickly fixed and shouldn't inhibit them any longer.
However, it's worth noting that only the Subscriber can choose to opt out and this will remove the experience for everyone within that org, there is…
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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.
124 votesThanks for reviewing and letting us know how we could keep improving the new homepage experience.
For the time being we're paying attention to the pulse of this idea, here.
We will let you know if there are any updates.
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Navigation - Add 'Statements' to Sales drop down menu
Adding 'statements' to the Sales drop down navigation. Simple addition, rather than having to go through the full Invoice page to send statements at EOM.
111 votesHi everyone, thanks for your engagement and sharing how we can further improve the new navigation experience for you here.
Our product team are paying close attention to your feedback on the drop down options, and we're continuing to monitor the interest this idea receives.
We'll let you know if there are any updates, here.
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Homepage - Track Quotes
Ability to track quotes on the Dashboard
Purpose: This would allow for quick access to do quoting work
103 votesThanks team, we really appreciate the feedback we have received and how having more visibility of quotes within the new Homepage would be useful to customers.
With a close eye on all ideas in relation to our reimagined homepage experience we have a close eye on this idea and will share if there are any updates around this here.
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Organisation Settings - Display more than 5 organizations from change organisation drop down list
When a person has more than 5 organizations in their portfolio the 'Change of Organization' drop down list only shows the most recent 5 used. It would be helpful if ALL your organizations showed on screen to choose from. Or of course, having the option to reduce to the 5 normal.
82 votesHi 👋 everyone, we appreciate all the feedback. We understand if you're in and out of many different client orgs each day why you'd like to be able to increase this drop down.
We're keeping a close eye on the interest for this here and will share if there are any plans made.
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Navigation - Sub menus on Sales drop down for different statuses
On the Sales menu, I would like a sub-menu/fly-out to the right of Invoices with links to the Draft, Awaiting Approval, Awaiting Payment, Paid, and Repeating tabs on the Invoices page. This would enable me to go directly to the tab I want, saving a click or two, and reduce page load time instead of always landing on the default tab then having to click the one I actually want. Clicking Invoices should still go to the All tab. Same could be done on the Purchases menu for Bills.
Alternatively, instead of a sub-menu/fly-out, add Draft, Awaiting Approval, Awaiting Payment,…
81 votesHi team, we appreciate your valuable feedback on how we could keep improving the new navigation experience for our customers.
We appreciate hearing how and why sub menus could be helpful in some sections of the navigation and this is something our product team are monitoring closely.
I will share if there are any plans or progress to share on this, here.
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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…
79 votesThanks for spending time to review the new homepage! It's great to hear what information is most valuable for you to get an overview of your organisation.
While we don't have immediate plans for developing this specific idea atm, we're keeping a close eye on all feedback being shared in this forum for our product teams to consider as they keep enhancing this experience.
I'll share if there are any updates.
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Navigation - Sub menus on Purchases drop down for different statuses
On the Sales menu, I would like a sub-menu/fly-out to the right of Invoices with links to the Draft, Awaiting Approval, Awaiting Payment, Paid, and Repeating tabs on the Invoices page. This would enable me to go directly to the tab I want, saving a click or two, and reduce page load time instead of always landing on the default tab then having to click the one I actually want. Clicking Invoices should still go to the All tab. Same could be done on the Purchases menu for Bills.
Alternatively, instead of a sub-menu/fly-out, add Draft, Awaiting Approval, Awaiting Payment,…
73 votesWe appreciate you sharing feedback on the changes we could make to further enhance the new navigation for you, here!
Understanding that sub menus or more levelled drop downs could be helpful in some places, this is an idea our product team have a close eye on.
If there is any news I'll share an update with you all on this, here.
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Navigation - Setting to turn off help for all pages
Fewer clicks - Help banner on each page. I would like to be able to disable this permanently for established clients.
70 votesWe're grateful for sharing your experience with the beta for our new navigation.
Our Community have reviewed and shared your feedback with our product team. Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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Homepage - Search for bank accounts widgets
To have the search function look up bank accounts by name or number. As we have approx 80 bank accounts in one Xero dashboard scrolling to find the correct one is very time consuming, so a search function would be very handy.
70 votesThanks for your idea, Simone. Gosh that is a lot of bank accounts I can see why a search would help. No immediate changes planned for this but I'll share your feedback with our product team and we'll get a sense of others that'd find this useful from your idea, here. 🙂
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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
69 votesHi team, thanks for the engagement this idea has received already. We appreciate hearing the differences in layouts and sizing of widgets that would be most useful.
Right now our product team are staying close to the feedback that is coming through this channel to carefully consider.
If there are any plans to share around the sizing of widgets we'll let you know!
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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:…63 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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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!
52 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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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
50 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 - Widget of running total for GST
Include a widget showing the running total for GST on the period so far
47 votesGood to hear the value you'd see in having more visibility of GST from your homepage. Thanks for sharing with us here.
Our product teams are paying close attention to the feedback we're receiving through this forum, and I'll let you know if there are any updates surrounding this, here.
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Homepage - Ability to search unreconciled transactions within the homepage
Allow searching for unreconciled transactions from the home page.
38 votesAppreciate the interest this idea is receiving about the new homepage experience. Thanks for your input!
It would be good to clarify here - when you say you'd like to search Unreconciled transactions, would you be wanting to do this across all banks at once, or within each bank widget?
We don't have any plans around this right now, but are continuing to track the interest here.
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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.
36 votesIt's interesting to hear the differences in views that would be most impactful for our customers. We appreciate you taking your time to feedback on the new experience.
Our Product team are staying close to what our customers are sharing through the forum here, and if there is any update on this I'll be sure to let you know, here.
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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.
36 votesAppreciate the insight around why a view of planned bill payments would be helpful - Thanks for feeding back on the new Homepage 😊
Our product team are closely monitoring feedback we receive on this experience here, and we'll share if there is any update for this with you all.
- Don't see your idea?