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.
Hi team, we have some updates to share. Before we dive into the details, we want to be clear that while we’re committed to monitoring, learning, and refining the Homepage, we don’t intend to return to the previous Dashboard style or its column-based widget layout.
A few months back, we rolled out several enhancements to the "Edit homepage" capability to give you better control over your layout, including:
- Widgets that remain stationary until they are dropped into a new placement
- A "shadow" preview showing exactly where a widget will be placed during drag-and-drop
- Refined animations for a much smoother visual experience
- Improved on-page guidance regarding how to save multiple layouts across different screen sizes
In addition to the existing size options for Chart of Accounts and Cash In and Out, our team is currently building smaller widget sizes for Invoices Owed to You, Bills to Pay, Chart of Account, Cash in and Out and Recent Invoice payments widgets. This includes customisation of the data within these widgets to best suit your needs, such as removing the charts. We’ll provide a confirmation once these updates are live.
There are also other enhancements that our teams are beginning to explore to further solve needs shared in feedback here, so we’ll continue to keep you updated.
If you need help setting up or editing your homepage, please reach out to the Xero Support team. They can help you design a view that best supports your specific workflows. Thanks
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Zarah Butcher
commented
The old home page was better. Less is more. would love the option to stay with the old layout
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Olga Vakhrousheva
commented
Switch back the homepage to the way it was. This new update is cluttered, difficult to read and information is being lost. Also, it is very tiring on the eyes
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Andrew G
commented
For people following my CSS hacks, I've made some tweaks/updates and general improvements... usual disclaimers apply, but feel free to use what you want - if you're using these already, you know what to do.
@-moz-document domain(go.xero.com) {
/* Widget border */
.dashboard-template-beta-widget--contents article { border: 1px solid #c0c0c0; }/* Account watchlist compact mode */
.accounts-watchlist-widget-readonlytablerow td { font-size: 12px !important; padding: 4px 16px 4px 0 !important; }/* Restore VAT submissions separator */
.mtd-vat-dashboard-widget-wt-widget-template--body hr { visibility: visible !important; }/* To fix the number of columns, choose one of the following (not both): */
/* Fix columns to 3 columns regardless of screen size */
.dashboard-template-beta-grid { grid-template-columns: repeat(3, 1fr) !important; max-width: 1360px !important; }/* OR */
/* Fix columns to 2 columns regardless of screen size */
.dashboard-template-beta-grid { grid-template-columns: repeat(2, 1fr) !important; max-width: 900px !important; }/* Stretching the Account Watchlist to full height to remove the scrollbar. YOU'LL NEED TO MODIFY THIS! Right-click on your widget and "inspect" source, then count the position of your Account Watchlist widget (widgets are a list of <div> inside a <tr>). The number of rows you need will depend on how many accounts you are watching. */
/* Full height account watchlist - change "8" to actual widget position/index, and "6" to required row count */
.dashboard-template-beta-grid > .dashboard-template-beta-widget:nth-child(8) { grid-area: span 6 / span 1 !important; height: auto !important }
.dashboard-template-beta-widget--contents { height: auto !important }
.accounts-watchlist-widget-AccountsWatchlistWidgetContent { height: auto !important; }}
Important: If you're fixing the number of columns, and/or stretching the account watchlist your widgets need to be in the same position on all dashboard resolutions/sizes (2, 3 and 4 columns). You can still edit dashboard with these hacks in place, ensuring you can get the right set-up.
Hope that's helpful for people. I know some people are using these hacks to make the new dashboard more usable.
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Abi Aiyegbayo
commented
The new homepage feels a lot more cluttered than the old one. I do hope Xero will reconsider keeping the old format as an option.
It was bad enough that some useful shortcuts* were removed at the last upgrade, this feels like taking 10 steps back not a move forward.*the ability to have 'tracking categories' in the quick access menu - for those that use this frequently, this is a vital function
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Vashte Halliday
commented
Please allow us to revert to the old version. It was much cleaner and more concise. This new version is simply terrible being far too busy. I run three entities through Xero. It is a huge disappointment to have this forced on us.
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Sharon Yu
commented
The new version of the Xero layout feels cluttered and disorganized. The updated interface presents a collection of small boxes that overwhelm the screen, making it visually confusing and even dizzying to navigate. Finding what I need has become a frustrating experience, as I often have to start from scratch and spend extra time searching for things. Overall, the new design is not user-friendly. The old version was much simpler, cleaner, and far more efficient to use.
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Pauline Sowemimo
commented
Thanks for the update. However despite the fact that one is able to remove widgets, the new look is still cluttered and too busy. The old version was easy on the eye and easy to navigate. Not sure why it was changed????
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Chris Curlett
commented
Also, the level of Commercially Sensertive inform,ation that is avalable is a real concern. Compeditors would live to know who chstomers are/proft etc.
Come on, XERO - think about your customers and their business rather than just making changes to keep your software people busy.
There are LOTS of requests supported by many, many others that are far more important than something like this!
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Gary Allen
commented
Just scrap new layout and keep existing one it works fine and does whats needed - its not broke so dont fix it!
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Mark Devaney
commented
Put the graph back! It is a real pain to visually see our account health now! How can making widgets bigger to show less information be an upgrade?
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Mark Devaney
commented
How can making widgets bigger to show less information be an upgrade? Put the graph back!
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Mark Devaney
commented
How can making widgets bigger, to show less information, be an upgrade? Put the graph back!
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Anna Bazarova
commented
I find the new layout tiring on the eyes.. Finance doesn't need cute bubbles - but practical simplified layout that helps everyday, practical tasks.
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Claire Jones
commented
Switch back the homepage to the way it was. This new update is cluttered, difficult to ready and information is being lost.
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Tina Keene
commented
My idea is to not change the Homepage because I think it looks messy and its difficult to read. Please do not change it.
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Kimberley Ram
commented
@chris Curlett
Will be looking into infusion myself, thank you!!!!
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Beverley De la Harpe
commented
@chris Curlett @fiona Davidson
Thanks for the info on infusion, yes please keep us posted
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Fiona Davidson
commented
@ Chris Curlett - Thanks for the info on Infusion am checking it out now - Will post back here on my findings if anyone else is interested.
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Fiona Davidson
commented
@ Dusteen Barber - Leave now before you get too deep, you cant bulk export any attachments or detailed data. We are almost 11 years in and currently being held ******* by our data.
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Nereda Pinker
commented
As the others have commented, it's awful! Seems more cluttered and clunky than the old one, and agree the font is awful. I hate the size of the invoices and bills widget but can't do anything about it. At least in the old screen these two widgets are similar size to the others. You have changed the home screen which I think none of us asked for but have the changed the fact that we can only pay 200 invoices at a time?? Something that I raised 4 years ago, along with countless others!