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How could Xero improve the homepage?

New Homepage: Homepage

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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.

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Kelly Ross shared this idea  ·   ·  Report…  ·  Admin →
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In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi team, we thoroughly appreciate all the feedback we’ve received from customers about the new homepage experience. We hear you and are committed to providing more customisation options, which’ll help with some of the pain points raised in this idea.

Currently we’re exploring the ability to resize widgets and simplify widgets and allow you to remove charts, and as you'll see from my recent update on another idea we have plans for exploring 'views' in the coming months.

It’s worth noting that currently you can "Customise" the homepage to remove widgets that you don’t want to see and simplify your view.

We’d also like to acknowledge feedback here on the red colouring - To provide some insight this was intentional, and is used to highlight what needs attention, which actually came from our early feedback and testing. However, we appreciate hearing from more users on this and will continue to monitor this closely.

I’ll keep you updated on progress that’ll improve your use of the homepage here. Thanks!

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  • Andrea Saville commented  ·   ·  Report

    Totally agree, far too busy and should be completely customisable. It is a pity that so much effort has been put in to aestethics rather than addressing issues like being able to see part-supplied purchase orders or being able to customise export details.

  • JoAnn Ortiz commented  ·   ·  Report

    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.

  • Katrina Spinazzola commented  ·   ·  Report

    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 ?

  • Caryn Hill commented  ·   ·  Report

    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  ·   ·  Report

    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

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