202 results found
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Invoicing - Overdue invoices tab or quick link
I love that there is an easy to see red link to overdue invoices on the homepage, but could this also be added to the Invoices page? I keep going through extra clicks because I click into my overdue invoices to deal with them, select an invoice, and then have the 'back to invoices' link but if I click this there is then no option to select only overdue invoices to view. Also it would be great when viewing all invoices to have some easy way (maybe an '!' symbol or similar so it's colour-blind friendly) to identify which ones…
4 votesHi Laura, thanks for putting this forward.
Having a quicker way to access overdue invoices would certainly make daily credit control more efficient and help you stay on top of cash flow.
In the meantime, you can select the “Overdue” section within the Invoices owed to you widget on the dashboard to jump straight to those invoices. If you open an invoice from that list, using your browser’s back arrow will return you to the same overdue view. Another option is to open invoices in a new tab so the overdue list remains open in the original tab.
I’ve moved this idea to Gaining Support so we can capture interest and share with the product team how useful a dedicated shortcut would be.
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Homepage - Add “New Mileage Claim” button in Expenses widget
Would it be possible to add in a "Create New Mileage Claim" in the 'Expenses' section of the new Homescreen? Currently there is a button to 'Create new Expense', but I know of a lot of Xero users that have significantly more mileage claims to input than expense claims, so having the quick shortcut option for the mileage element would be far more efficient.
3 votesThanks for your feedback on adding a dedicated mileage claim button to the homepage. We appreciate you sharing how this could streamline your workflow, especially for those processing mileage claims regularly.
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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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.
14 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 - View Account Transactions
Each account on the home page now has an added line "View Account Transactions".
This takes up more room - and therefore we see less accounts at a glance.
Have the option to remove this line - and we know we just click on the account - as per usual3 votesHi there 👋, just trying to better understand your feedback here can you share an image of what you're seeing? Right now the ability to 'View account transactions' is only shown from the 3 dot drop-down menu on a bank account, and shouldn't obscure your view of other widgets unless in the menu.
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Homepage | Invoices owed to you widget - Change message for overdue invoices
The text that says '1 of 3 overdue' is so misleading. I took it to mean there were 3 overdue invoices as the the whole line is red. I kept looking for the three overdue invoices, but there weren't three, there was only one. Maybe I'm just dumb, but there's got to be a better way of saying that.
3 votesAppreciate users may read this message differently, Nicola. We're listening to feedback about the new Homepage closely so we'll begin to get a gauge of others that find this confusing here.
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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.
Please13 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 - "Renew HMRC Connection" link in the VAT Returns widget
VAT status in home page needs to link to HMRC to renew link as on old version. For reasons I don't understand the link does frequesntly need renewing. I had to switch back to old version to do this today.
3 votesHi everyone, thanks for raising this.
We know that when your HMRC connection expires, not being able to renew it directly from the dashboard can slow things down.
For now, the best way to reconnect is to head to Tax > VAT Return, then follow the prompts in settings to reconnect to HMRC.
I’ve moved this idea into Gaining Support so we can keep track of interest and share your feedback with our product team. It’s clear that having a simple “Renew” option on the VAT widget would make things easier, and your input helps us build a stronger case for it.
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last refresh date
For bank accounts, add the date that the account was last refreshed in Xero. Currently, it only shows the date of the last transaction, but I can't tell if my last feed failed or if there just weren't any new transactions. Seeing the last successful refresh would tell me if I need to refresh again.
(One of my accounts requires MFA every time, so Xero always shows a manual "Refresh" button, and so that doesn't tell me whether or not the feed succeeded.)2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Homepage - Remove animations
Provide an option to eliminate animations. The growing bars is a distraction, I find myself waiting for the movement to stop before proceeding. I'm here to work, I want the information - I'm not here for entertainment.
3 votesThanks so much for taking the time to share how the moving graphs on the homepage feel for you – I’m really sorry they’re causing frustration and distraction.
We introduced the animations to help bring key information (like money in and out, or what’s owed and due) to life and make it easier to see changes at a glance when the page first loads, rather than having everything appear as a static block of numbers. The bars “rising” from the baseline are there to show the most up-to-date figures and make comparisons a bit clearer, not to get in the way of your work.
That said, we completely understand that movement on screen doesn’t work well for everyone, and it’s important you can focus on your tasks without visual noise. At the moment there isn’t a way to turn these homepage graphs off, or to disable the animation just for…
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Homepage - Ability to add multiple copies of the same widget with different filters/periods
Allow duplicate widget tiles
For instance, allowing us to have a tile for 'Net profit and loss - year to date' AND a tile for 'Net profit and loss - last quarter' etc. without having to switch the one 'Net profit and loss' from year to date to last quarter.
Also being able to specify a 'tracking category' for any given tile would allow us to separate PnL at a glance without having to go through the reporting to do so.
4 votesHi everyone, thanks for sharing this idea. Being able to have multiple versions of a widget would make it much easier to compare different data points at a glance—like this month’s sales versus the same period last year—without constantly adjusting filters or date ranges.
I’ve moved this to Gaining Support so we can monitor interest and show our product teams how having extra widget flexibility could help you see key comparisons more efficiently and get a clearer view of your business at a glance.
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Homepage | Banking widget - Option to update feed login details
The 'update feed login' isn't available under the dropdown on the new page
3 votesHi everyone, thanks for sharing this idea. Being able to update bank feed login details directly from the dashboard would make it quicker to resolve connection alerts and keep your bank feeds running smoothly. We can see how having that action available right where the notification appears would help you get back to reconciliation faster.
I’ve moved this idea to Gaining Support so we can track interest and give our product teams visibility into how helpful a direct “Update login” option on the dashboard banking widget would be.
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Homepage - Not neurodiverse friendly
It would be great to have the option to display the widgets in list form, like the old display.
As a neurodiverse person, I work in lists. With the old version every time i logged in, i would work my way down the list of accounts, ensuring i would finish before moving onto the next. This is particularly important as we have over 10 accounts.
Currently the page feels cluttered and has no flow. I can speak for the neurodiverse community, that it is a struggle to go into the homepage and not feel overstimulated. I can see 6 blue…3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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expense claims
Expense claims - can there be an option for a widges to put on the homepage that goes to the expense claims directly?
2 votesThanks for submitting your idea on Xero Product Ideas. 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. 🙂
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accounts watchlist -
Accounts watchlist - please make it that we can edit the accounts that is the most important to watch - not only in numerical order. There are a few accounts that I need to see at a glance (to be at the top) and they are in the middle of nowhere. So scrolling down makes it longer to deal with.
2 votesThanks for submitting your idea on Xero Product Ideas. 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. 🙂
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Homepage | Expense widget - Drag & drop files to create expense
Provide a widget where you can drop any bill, expense or invoice, right on the homepage for Xero to analyse.
4 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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Homepage - Ability to hide decimals
Add the ability to hide decimals, as we can in reporting preferences.
3 votesThanks for sharing here, community. Our product team are keeping a close eye on feedback and we'll watch interest in the ability to hide decimals.
Jason - appreciate there are other points you've noted in your feedback and I've shared a few links to other ideas you may also like to join. It helps for us to have one idea per post to gauge support in and keep you updated on.
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Homepage - Add shortcut to access Repeating Invoices list
On the "Invoices owed to you widget" please add a button to go straight to "repeating invoices." You currently have "New invoice" and "View all invoices." It looks like you have room to add "Repeating invoices." You could change the text from "View all invoices" to "All invoices" if you needed more room.
3 votesHi Maggie, appreciate you for sharing your idea and explaining how this would fit into your workflow. It’s helpful to understand where quicker access could make things run more smoothly day to day.
We’ve moved this idea into Gaining Support, so it’s now open for the community to add votes and comments. Seeing how others respond will help us understand how widely this need is shared.
As a short-term workaround, you could bookmark the Repeating Invoices page in your browser or pin that tab so it’s always within easy reach. It’s not quite the same as having a dashboard shortcut, but it can help shave off some time while we continue to gather feedback.
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Remove the "Import bank statement" link
We don't need to see this link against every bank account on the homepage. The link in the ellipsis is enough.
3 votesHey Jonathan., I completely understand that you personally don’t need the Import bank statement option there.
However, we’ve chosen to keep it visible because, across all Xero organisations, it’s actually one of the most frequently used actions on the bank widget.
Many businesses still rely on manual statement uploads at different times – for example when a bank doesn’t support feeds, there’s a gap in the data, or a feed is temporarily unavailable.
So while it might not be something you use every day, it’s a key shortcut for a lot of other customers, which is why it still appears on the homepage.
If your feeds are working well, you can safely ignore it – it’s simply there as a convenient backup when it’s needed.
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Homepage - Add new bank accounts to homepage by default
Automatically show new bank accounts on the Homepage
When a new bank account is added in Xero, it currently defaults to being hidden until the user manually clicks “Add to homepage.” This creates an extra, unnecessary step.
Suggestion:
Have newly added bank accounts appear on the Homepage by default, with the option to hide them if users prefer. This would streamline the setup process and reduce friction for users who expect new accounts to be visible immediately.3 votesThanks so much for getting in touch and sharing how you feel about how new bank accounts show on the homepage.
On the new Xero homepage we’ve updated this experience so you have more control. Your very first bank account still appears automatically on the homepage so you can immediately see your key banking information.
After that, when you connect any additional bank accounts, you’ll see a banner on the homepage letting you know there are new accounts available. From there you can choose to add them to the homepage with one click, or dismiss the banner and keep your current layout as it is.
We landed on this approach after testing and speaking with lots of customers: the strong preference was to always be able to see when a new account is available, while still having the choice about which accounts appear on the homepage.
You can also change…
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Better UX
Firstly, for the price point, it would be valuable to have stronger tools for margin analysis on COGS. The underlying data is already in the system, but there’s limited ability to run flexible reports to properly evaluate performance based on how we’ve coded transactions.
Secondly, an inventory function would add significant value. Each order entered effectively represents an inventory movement, yet there’s no simple way to load, adjust, or manage stock levels within the system. This would be particularly helpful for small businesses.
Finally, in the new dashboard, it would be great to have clearer visibility of invoices due by…
2 votesThanks for submitting your idea on Xero Product Ideas. 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. 🙂
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