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.
Kelly Ross
shared this idea
Thanks for your added detail and how this is impacting your clients, Kelly.
I'll share this information back with our product teams and am looking into the point you mentioned of not being able to opt-out. I'll be back with another update for you here.
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JoAnn Ortiz
commented
My first thought when opening this up was 'what am I looking at?' I need a simpler interface which is something I have always loved about Xero vs QBO. This is busy and visually overwhelming. I freeze, unable to see what I am looking for even though it's in from of me. My hope is that this will be customizable per user and be granular so as to allow a minimal amount of widgets and colors. The combination of the two for me, makes this home page a nightmare.
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Simon Young
commented
I totally agree with Kelly Ross
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Katrina Spinazzola
commented
Totally agree - this is a little overwhelming for clients - I have a lot who do not use certain features so ability as a partner to customise their view would be great and remove unneccessary widgets - it says I can but the beta wont let me - besides is this only removing it for me ?
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Caryn Hill
commented
Yes this would be helpful, also making the boxes a bit smaller....maybe an option for a tighter layout or more spread out layout similar to the bank feed screen.
And get rid of the advertising! We pay for the product and it's not cheap, so it shouldn't include advertising, it looks cheap and nasty as a consumer -
Kelly Ross
commented
Hi Kelly,
Thank you for your response and for welcoming further feedback on the new navigation. I appreciate the opportunity to contribute to the beta and help shape improvements that benefit both advisors and clients.
While I understand the intention behind the new layout, I’d like to share some concerns raised by a few of my clients who have been transitioned to the beta experience. Three of them have expressed a strong preference to opt out of the new layout. However, despite attempting to opt out, the interface remains unchanged on their end.
Their main concern is that the dashboard now feels overly busy and cluttered, making it harder to navigate. Additionally, they’ve noted that the lower section of the dashboard is being used for advertising, which they find frustrating—especially considering they are on premium subscription plans and expect a clean, professional interface.
Simplicity and ease of use are key for many of our clients, and I believe these changes may be detracting from that experience.
Regards
Kelly