New Navigation & Homepage

3 results found

1. Navigation | Reporting menu - Move Favourite Reports above Analytics

   We use reports every day, far more often than analytics. I would prefer Favourite Reports to be above both of the Analytics sections in the Reports menu.

   110 votes

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

   Hi team, we really value your input and sharing back on the new navigation. We'd like to confirm as those in the beta may have already noticed - we have released a change to the order of the Reports menu!

   As raised here we have moved your Favourite reports up and shifted Analytics beneath. Thanks again for your feedback and keep letting us know what else you think good improve things through Product Ideas 😊

2. Navigation - Ability to Favourite Chart of Accounts page

   The “Favourite” feature in the Reporting section is excellent, please consider expanding this to other dropdowns or sections across the platform.

   This could help address the long-standing need for sub-menu shortcuts or easier navigation, especially for commonly used tools like Repeating Invoices or the Chart of Accounts.

   Note: historically, I’ve used browser bookmarks as a workaround for this. However, recent updates seem to have made these bookmarks unreliable, some now fail to link correctly, and this issue appears to be getting worse. I fear with this update It may no longer be viable to rely on bookmarks as quick links.

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

   Hi community, thanks for your feedback here! Chart of accounts page is now available within the Accounting menu 😊

   In terms of bookmarks you may have saved, there's a chance with the change some bookmarks may have stopped working - In this scenario you should be able to bookmark the page again and it'll work in the new experience.

3. Navigation - Projects to be it's own Menu

   I would prefer Projects to remain with its own Menu dropdown on the Homepage, not included under the Sales menu. I like the introduction of the "Expenses to review" and "Recent Invoice payments", but I would prefer to see them as a sub-menu from the Homepage dropdowns, not on the homepage.

   10 votes

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

   We appreciate receiving feedback on how adding Projects to the main navigation would be useful to you.

   As you may have noticed this is something our Product team paid close attention to and you'll find if you use Projects it is now its own menu on the new navigation experience.

   Thanks again for sharing, and keep letting us know what other enhancements could make a difference for you on Xero Product Ideas!