427 results found
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Homepage | Bank account - Add year to the date format
Add the year to the date that is showing on the bank account widget. It gets confusing sometimes. Having 15 Feb 2026 would be easier than Feb 15.
7 votesAppreciate users have differing preferences in how they'd like dates to be formatted in Xero, Leanne. We don't have any plans for changing this at present but will get a better sense of the wider interest from the community here.
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Xero Central - Add change logs to Xero Central Support pages
Please include the date that support pages are updated and the version of Xero to which they are applicable.
Some of the support pages are out of date and do not relate to the current version of Xero.5 votesThanks for sharing your idea here Flynn and letting us know the changes that matter most for you.We understand the need to have a log of when changes were made to an article. 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. Cheers
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User roles - Quote Only User Role with Restricted Inventory Access
Proposed Feature: Quote Only User Role with Restricted Inventory Access
Introduce a Quote Only user role in Xero that allows a user to create, edit, send and approve quotes while restricting access to all other parts of the system. The user should only see the quotes they created themselves and nothing else.
The Quote Only user should be able to create quotes, edit their own quotes, send quotes to customers, and view inventory items with read only access. Inventory visibility should include item descriptions, prices, tax settings, and available stock quantities, but the user should not be able to modify…
10 votesHi Matthew, thanks 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! Cheers
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Homepage - Customise widgets to display by contact groups
It would be great to be able to customise any invoice related widgets on the home dashboard because different staff look after different types of customers all of whom have been assigned to their own contact groups.
It would be good for individual staff to be able to customise their widgets to only show customers in their respective groups to monitor overdue invoices etc. at a glance
1 voteThanks for sharing this here, we understand that having a watch list with contact groups attached would be beneficial. We've opened this idea up for the community to add their votes and share their thoughts. We'll monitor this space for more traction in the meantime.
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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.7 votesHi team, after further discussion with our product team we're going to open this idea back up and would like to better understand the wider interest for being able to add new bank accounts as a default to the Homepage.
As mentioned in our last update at present.
- When you add your very first bank account to your Xero org, this automatically appears as a widget on your Homepage
- After this, additional bank accounts you add prompt a banner so you're made aware there are new accounts, and you can Edit your Homepage to add each of them as a widget to your view and arrange where these sit on the page.
We'd be really keen to get further insights through your feedback here on why showing every bank account by default would be most useful to your business, as opposed to being able to Edit the homepage and add…
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Homepage - Have one consolidated homepage for Group of companies
Where you have a group of companies, it would be great if you could have a HomePage which consilidated the position across all Group companies. Forinstance if you had 3 subsidiaries under 1 topco, it would be great to see the cash balances, creditors and debtors of all 4 companies in one place.
8 votesHi Peter, Thanks 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. Cheers!
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Contacts - Bank Sort Code | Add hyphen
XERO is the only system I know which does not automatically add the hyphen between the numbers. e.g. 00-00-00 Instead XERO goes 000000 and you have to add 2 hyphens. This would just be nice!
2 votesThanks for sharing your idea, and letting us know the changes that matter most for you. We'll open this idea up for the community to share their thoughts and vote on it. We'll monitor this space for more traction. Cheers.
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Homepage | Invoices owed to you - list of outstanding
I would rather have a list of outstanding invoices (names and amounts) on the dashboard instead of a graph with the totals owed. (same layout as the recently paid invoices list which i have removed completely as its not necessary)
5 votesThanks for he feedback here, team. Atm we don't have any plans for surfacing your outstanding invoices as a list within the widget, however we appreciate feedback we've received around the graph and our team are working on some sizing updates that would enable you to remove the graph on both the Invoices owed to you and Bills to pay widgets. You can stay updated on this work through the idea here.
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Homepage - Month to date, year to date sales widget
Cash in and out is very helpful, however, any organisation that offers lead time and credit terms is often more focused on sales rather than income. There is no month to date, year to date sales widigit.
I get that the home page can't be all things to all people, but in part you are trying to make it a KPI dashboard without fully facilitating the needs of many.
7 votesAppreciate the feedback here, team. As mentioned by some there is the Chart of Accounts watchlist that will help you get a quick snap of your sales account however appreciate wanting a separate widget for this and we'll continue to track interest this idea grows. I'll be sure to update if there are any plans made.
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Homepage - Show expenses to review/pay in task list
When I add the "expenses to review" widget to the homepage, this shows the expenses that are needing approval, and how much is to be paid.
At the moment I have all my expenses reviewed, and some that now need payment. Why is this information also not replicated in the "Tasks" widget?
What is the point of a "Tasks" widget if it doesn't summarise all the needed actions highlighted across all the selected/displayed widgets? At the moment the listed tasks appear to only summarise a few widgets (and even then regardless of whether those widgets are selected to be shown…
2 votesAppreciate the feedback and how you'd find this information useful within the task widget. Our product teams are reviewing this widget to consider what additional items would be most useful for customers and your feedback here is welcomed. We'll be sure to let you know if we make plans to add expenses to this widget.
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Homepage | Task list - Include bank Feed status warnings
Task List - Add "Refresh/Renew Bank Feed" warnings to the task list (limited to banks shown on the dashboard to prevent unnecessary warnings on old accounts). The task list is incredibly useful and for my own Homepage, I have moved the bank accounts to below the rest of the tables to try to maximise the usefulness of the homepage. This makes the warnings less visible.
7 votesUnderstand how having notifications for bank feed refreshes added to the Task list could be helpful, and great to hear you find this widget useful. 🙂
Our product teams are taking on board all feedback around the new homepage and I'll be sure to share if there are any plans made to add this, here.
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Homepage | Payroll widget for employee leave requests
Hi, on the new dashboard, I don't get or can't see an option for staff leave/holiday requests. It doesn't come up on the task lists either. I feel this might be an oversight, but this could easily be missed.
9 votesHi everyone, thanks for the suggestion—it’s clear that having a Leave Requests widget on the dashboard would make it much easier to see upcoming time off at a glance. We can see how this quick visibility would help managers plan staffing and stay on top of pay runs without extra navigation.
I’ve moved this to Gaining Support so we can track interest and show our product teams how much value a dedicated homepage summary would bring to managers and business owners.
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Homepage - Bills to pay/Awaiting Payment screen to group by date range
TASKS Tab - Make the Hyperlink to "Overdue Invoices" filterable by date range - or more simply add 'several' system generated date ranges ie: (1) 0-30 days Overdue; (2) 31-90 days; (3) 90+ days. This would make instant "Aged Receivables Reviews" a breeze - as smaller businesses have more tolerance for mild customer payment delays - but need to focus on those debtors with invoices that aged beyond several months.
1 voteThanks for sharing this idea about filtering overdue invoices by date ranges on the homepage. We appreciate you explaining how this could help with aged receivables reviews.
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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Notifications - Tag other users in Notes and elsewhere
Anywhere we can add Notes (invoices, transactions, etc.) we should be able to tag other users. I'd like to write a note for my bookkeeper and tag her so she knows to go look at it.
Those tags should then show up as notifications in that users console and/or some sort of "To-do" area.
10 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and can see how quickly tagging other users straight from Xero would be helpful. We've updated the status to "Gaining Support" and It's up to the community to get behind and support it.
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 - Easily view over 50 bank accounts
Today I learned with shock that the new dashboard only supports 50 bank accounts for display. Unfortunately, we have more accounts which on the new dashboard layout will not be shown. That is not good for our organisation. The workaround via the "list of accounts" is cumbersome and definitely not an improvement.
If more than 50 bank accounts cannot be displayed on the dashboard or "Home" page, would it be possible to have FOLDERS on the dashboard like folders on a PC desktop or on a smartphone? Then I could allocate around 10 bank accounts into one folder according to…
7 votesThanks for sharing your feedback on viewing more than 50 bank accounts on the homepage. We appreciate you explaining how important this is for organisations managing larger numbers of accounts.
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 recently paid bills
Could we have more widgets to add - recently paid bills would be great
2 votesThanks for your feedback, Paul. Good to hear the different details that our customers would find most helpful at a glance. While we don't have plans for adding a recently paid bills widget like the invoices one just at this time we'll start to track interest in this here and I'll update you if there's any news.
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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 - Print list of invoices and totals
I'm a builder. I often pre-prepare invoices and want to print a list and total amount expected, a print button on the dashboard of invoices would be helpful
1 voteThanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate you explaining how being able to print your invoices from the homepage would improve your workflow.
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 | Bills to pay - View for bills Due today
Hi we really need the homepage Bills widget to display bills due for payment TODAY.
We receive a lot of bills and we pay them on the due date.
Currently it is not easy to find bills due today among all the bills awaiting payment.
The widget displays overdue bills, it could easily show shows due today so we can easily display and pay them.
Thanks
4 votesAppreciate your feedback, and explaining how viewing bills due today from the homepage would help your business, Rick.
Right now we're watching all feedback we're getting about the new Homepage closely. We'll get a sense of the community interest for this here and share if there are any updates. Thanks
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