New Navigation & Homepage

5 results found

1. Ease of navigation and logic for GST tax returns

   Can GST returns be under the tax tab (not sure where it is but it isn't there or under reports; currently under accounting tab/ reports).

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   submitted  ·  System responded

   Thanks 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. 🙂

2. I need to retain the "VAT Return" box on the new landing page. There isn't a widget option for this

   I need to retain the "VAT Return" box on the new landing page. There isn't a widget option for this in the beta version

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   submitted  ·  System responded

   Thanks 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. 🙂

3. Global Search Across Bank Accounts | Notifications for user notes | Alerts for floating transactions

   Hello team.

   I wanted to suggest a few improvements that I believe could significantly enhance the overall experience and efficiency within Xero:

   Global Search Across Bank Accounts
   Currently, we can only search transactions within the specific bank account being reconciled. This makes it time-consuming to check for similar transactions in other accounts. (esp files with A LOT of bank accounts)
   A global search feature that allows us to search by keywords in transaction descriptions across all bank accounts (not just by contact) would be incredibly helpful and save a lot of time.

   Notifications for User Notes
   It would also be useful if users could receive a notification or visual indicator when notes are added to transactions. We don’t need to know who left the note—just having a flag to show a note exists would improve team communication and ensure important details aren't missed.

   Alerts for Floating or Unmatched Transactions
   Occasionally, we encounter transactions that don’t match anything—like failed batch payments, transfers to the wrong account, or manual entries in the wrong bank. These can go unnoticed unless we’re actively looking for them.
   A notification or dashboard alert for these “floating” transactions would allow us to fix them quickly before they cause further issues.

   These features would really help streamline reconciliations, especially for teams managing multiple accounts or working collaboratively. Thank you for considering these (:

   Hello team.

   I wanted to suggest a few improvements that I believe could significantly enhance the overall experience and efficiency within Xero:

   Global Search Across Bank Accounts
   Currently, we can only search transactions within the specific bank account being reconciled. This makes it time-consuming to check for similar transactions in other accounts. (esp files with A LOT of bank accounts)
   A global search feature that allows us to search by keywords in transaction descriptions across all bank accounts (not just by contact) would be incredibly helpful and save a lot of time.

   Notifications for User Notes
   It would also be… more

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   0 comments  ·  Navigation  ·  delete…  ·  Admin →
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   submitted  ·  System responded

   Thanks 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. 🙂

4. Navigation - Back to the top button at bottom of page

   Please could you add a 'Back to the top' button, especially on the reconcile and report pages, but every page would be useful.
   After scrolling down many line items, it would be far quicker to have this function implemented for ease.

   10 votes

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   2 comments  ·  Navigation  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for sharing, Katie. We don't have any plans for adding this within Xero atm, however if working on a desktop you can use Home button on a Windows, or on a Mac you can press the Command key + Left arrow. This should help when navigating a long list such as reports like you mentioned.

5. Proposal for Enhanced Payment Allocation Feature in Xero and Filter Options enhancement

   Subject: Proposal for Enhanced Payment Allocation Feature in Xero and Filter Options enhancement

   Dear Xero ProductTeam,
   I would like to propose an enhancement to Xero’s functionality, specifically regarding the home page or the Dashboard under the "Reconcile" section. It would be beneficial to introduce an option that allows users to allocate multiple payments to a single invoice simultaneously. This improvement would significantly reduce the time spent on manually selecting each payment to allocate against individual sales invoices. The impetus for this request stems from the need to process numerous payments related to sales invoices efficiently, particularly following month-end closures. I believe this feature would enhance user experience and improve operational efficiency.

   The Filter Options on the Dashboard > Bank Account page require urgent enhancement. It is recommended that an additional field be incorporated for both “Spent and Received” transactions. This improvement will enable users to easily identify and analyse the amounts spent or received, facilitating more effective allocation of funds.

   Thank you for considering this suggestion.

   Thanks and kind regards, Waqar Ahmad

   Subject: Proposal for Enhanced Payment Allocation Feature in Xero and Filter Options enhancement

   Dear Xero ProductTeam,
   I would like to propose an enhancement to Xero’s functionality, specifically regarding the home page or the Dashboard under the "Reconcile" section. It would be beneficial to introduce an option that allows users to allocate multiple payments to a single invoice simultaneously. This improvement would significantly reduce the time spent on manually selecting each payment to allocate against individual sales invoices. The impetus for this request stems from the need to process numerous payments related to sales invoices efficiently, particularly following month-end closures. I… more

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   submitted  ·  System responded

   Thanks 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. 🙂