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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Accounts @ EFX
commented
We continue to be surprised by Xero’s lack of awareness of how ineffective this Homepage update is and how negatively it impacts users. The product deficiencies are obvious - as are the process failures that led here - again - remember “new invoicing”!.
It’s staggering that a company with a NZ$25MILLION-a-year CEO, 4,500 employees, and ever-increasing subscription fees delivers changes with no functional benefit - then relies on what amounts to a free focus group provided by paying customers, to identify the most basic flaws.
Xero appears to value customers primarily as recurring revenue, taking advantage of the fact that many feel locked in. On principle, we’re working on moving away from Xero.
There are solid alternatives. For businesses needing more than accounting software, Odoo is worth considering. If you’re concerned about data lock-in, Control-C is a great tool which can fully back up your Xero data, including attachments, notes and history.
Given the lack of response to concerns raised here, beyond gaslighting and vague intentions, leaving a Trustpilot review may be more effective to get Xero’s attention.
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Kimberley Ram
commented
Can I suggest LEAVE THE OPTION TO KEEP the original homepage as an ongoing option - so users can choose what works best for them!!
Forcing everyone to move over to a new design that DOES NOT WORK is not best business practice!
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Julie Crundwell
commented
As per you response on resizing widgets - "(The resizing will work in the same way as what has been provided with the Cash in and out, and Chart of accounts watch list widget.)" PLEASE DONT! That is not resizing - you have large or xx large.
You need to have it that the widget box can just be dragged to whatever size we require. Similar to eg. attachment in bills - you can drag the box bigger and zoom in/out. Since we can already do this, I am sure you would be able to use the same function for the widgets. And make the widgets the same - say all squares.
I spent a while with a Xero case rep trying to help me out with the homepage, as now a lot of confidential info was on display. Trying to work out squares vs rectangles was a drama. Trying to work out where to move everything, some boxes square some rectangle. I didnt realise I was OCD until now!
I ended up having to add to the homepage, unused bank accounts or make new blank bank accounts to fill up the top section and have my widgets that I use down the bottom. So now I have to scroll down to see the widgets I need. Pretty silly, but it is the only way to have a homepage and be able to hide info. -
Craig Byron
commented
Just love the in-development update. To summarise, "We've recieved an incredible amount of pushback so we're going to bring it up to a minimum standard of userbility, but not before we force everyone to see bad our first attempt was. Of all Xero's issues (and there are many), not knowing their customer is the biggest by far. They are just totally clueless.
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Feviline Stewart
commented
Please keep the existing homepage layout.
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Diana Stefanyshin
commented
I too am looking for another option. In case you didn't realize how bad this is Xero, it takes a lot to move 33 clients to a new platform but we have started the process unless something changes pretty quick we will find a solution and move them all.
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Gary Wright
commented
It would be a big improvement if you could enable more white space on the page. ie. allow. have column presents. ie. sort widgets into 2x column or 3x column. this will enable people who prefer the original simple layout to keep a more linear less cluttered 2 column layout. while anyone who likes more options can increase the columns.
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Al Yorke
commented
Can I suggest the original homepage remain as an ongoing option - so users can choose what works best for them.
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Jessica Rutland
commented
Cosmetic changes are unnecessary when we already have the option to move things around. This "simplified" home page is horrible.
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John Moore
commented
I'm going to say this. Should this "new" home page become permanent, we will most likely be moving away from Xero. Have already looked into alternatives that will suit our needs. This will essentially be the equivalent of losing 20 accounts. That's how bad it is. I am willing to move 20 clients to a different software, rather than deal with this new home page.
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Cathy Cetinic
commented
The ongoing negative feedback you are receiving clearly shows that everything about this new home page is wrong. There are multiple issues here not just one. Landing on the new home page is like working at a cluttered, messy desk. It feels like sensitive information is plastered across a billboard for everyone to see. You would not want to step away from your desk with your homepage open…..Xero you can’t be serious.. This is nowhere near an improvement. Leave the old home page as it was…It worked just fine.
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Peter Burgess
commented
Thanks for the extra info @Chris - sounds interesting!
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Chris Curlett
commented
Very comparable Peter AND they have a conversion process.
They have phone support so you can talk to a REAL person based in Christchurch. They are NZ Company that has grown over the last years.
From what i have seen and used the programs are comparable with FX etc.
No, I do not work for them!!!
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Peter Burgess
commented
@Chris Curlett - how do the products compare? For a lot of us, a move away from Xero would be complicated.
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Chris Curlett
commented
Hi everyone - XERO has lost the plot totaly.
Have a look at Infusion - https://www.infusionaccountingsoftware.com/ - I am!
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Rebecca Marks
commented
The new home page is too cluttered. It's very hard to see what accounts are where. I would like the ability to resize widgets and adjust how many columns I see. At the moment I can't find where anything is.
Also I am unsure why we have advertising for apps and other things? We pay a premium for Xero and advertising should not be included anywhere in the system.
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Al Yorke
commented
100% Agree with above comment.
We are a Media Production & Design Agency that has used Xero since 2013.
This new dashboard is several steps in the wrong direction.. Whatever you think it is supposed to be doing.. it's not.
It feels like a mistake that is "in-the-way" of me doing what I need to do. It's lacking in the beauty of simplistic, intuitive design that would make it easier to navigate... instead it's cluttered and distracting.
And then when you click through to any of the windows beyond the landing dashboard, the design reverts to the pre-existing style - so now you have created inconsistent designs within the App.
What The???
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Chris Curlett
commented
I totally prefer the current version of the homepage.
The new version is far too cluttered and NOT user-friendly. To drop the summary Invoice and Bill areas is silly as these are two areas that are most used by staff.
As for displaying commercially sensitive information to staff and competitors, I cannot follow what you are thinking of by doing this XERO – it is crazy and will damage our competitive advantages. WHAT WERE YOU THINKING OF TO DO THIS XERO!!! -
Feviline Stewart
commented
I strongly prefer the current version of the homepage and would appreciate the option to remain on it.
The existing layout works well for our workflow — it’s clear, efficient, and allows us to access key information quickly. Changes to navigation and layout can have a significant impact on day-to-day efficiency, so having the flexibility to stay with the current version would be highly valuable for our team.
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Diana Stefanyshin
commented
I have been automatically transitioned to the new home page and it is absolutely awful, its too cluttered, even with designing your new home page it has 4 columns and looks terrible on the page and you can't make the widgets smaller.
This is going to seriously impact my work flow as I will need to delete all the widgets on my company and all my clients company and have a blank home page. Then I will need to spend extra time navigating to the items I need. Not at all helpful XeroI agree this also creates a confidentiality issue as these widgets are so large you can see them from across the street and everyone can view the financial information.
Please at least give us the option to keep the old version if we so desire. Xero please start listening to your customers instead of trying to justify yet another price increase with senseless "upgrades" These are not upgrades you are simply rearranging deck chairs on the Titanic and we all know how that turned out.
Have the option to keep your existing home page, I hate the new one and it is reducing my efficiency, I spend more time reverting to the old where available and removing all the widgets on the others.