427 results found
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Homepage - Ability to show Invoices owed on a net basis
Show invoices owed on a net basis
2 votesThanks for your feedback, Mark. We're getting a gauge of user interest in different features as we continue to evolve the homepage, and will keep a close track on your idea here.
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Homepage - Add Widget For Cash Manager
Adding Cashflow manager view into the dashboard is a helpful view to have. It will not only promote the idea of using the cashflow manager but for those who use it, will start giving dashboard views on cash forecast, balances and risks as cashflow management is an active part of small business users sensitivity.
5 votesHi community, this is an idea we've ben considering and can confirm is in development wth our product team now.
I'll share another update with more information on this once it's live!
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Homepage | Cash in and Cash out - Split by Business and Owner drawings
Allow 2 categories of Cash Out since i am a sole trader and my drawings are included in cash out so the widget is useless if i cant either exclude drawings or split cash out between Busienss Cash Out and Owner Drawings Cash out. Just keep the Cash out bar but split into two colours so that you can see Cash out Business and Cash out Drawings.
4 votesAppreciate you sharing the need in this split of the cash in and out widget here. We're tracking the ideas we receive on the homepage closely and I'll be sure to share if there are any updates planned for this, here.
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Homepage – Show Chart of Accounts Quarterly Budget on the Widget
Like many business' we operate more on qrtly budgets than monthly due to month to month volatility.
I love the chart of accounts widget but for us it would ideally be able to show this quarter as well as this month2 votesHi there, thanks for sharing this! it’s clear that having a quarterly budget figure on the Chart of Accounts watchlist widget would make managing your finances even easier. We can see how having that data live on the dashboard would give you a quick, clear snapshot for proactive planning without needing to switch to the full Budget Manager report.
I’ve moved this to Gaining Support so we can track interest and show our product teams how much this extra flexibility could help you stay on top of your long-term goals.
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Homepage | Bank account wdget - Showing reconciled when there are items to reconcile
The new layout is harder to follow multiple bank accounts and its says "reconciled" when you still have items to reconcile which is confusing. You need to look for the green reconcile button and ignore the word reconciled.
7 votesHi team, we appreciate the feedback on the bank account widget here and I have made sure this is shared back with our product team. As soon as I have any updates I will let you know here. Thanks
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Invoice - Drag and drop files directly into list view to attach
It would be great if you were able to drop a pdf into an invoice from the list view without having to open the said invoice / bill.
1 voteHi Melissa, thanks for bringing this up. It’s clear that when you’re processing a high volume of invoices, having to open each one individually to attach a file can slow things down.
One option for now is to upload documents into the Files inbox first and then assign them to the relevant invoice. While this can help streamline part of the process, we understand that being able to drag and drop attachments directly from the list view would make document management much more efficient.
As we allow one idea per post to ensure support is tracked accurately, if you’d also like to see this functionality extended to Bills, please feel free to raise that as a separate idea so it can gather its own votes and feedback.
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Homepage - Add a "Manage Bank Accounts" or "See All" link to the bank widgets
Please put the quick link button on the new layout to "manage bank accounts".
It's annoying it's not there now, I use it alot!3 votesHi Juliet, thanks for sharing this idea! A direct "See All" link on the dashboard would make it even easier to view and manage all your bank accounts in one place.
Right now, you can click into Accounting > Bank Accounts to see the full list, but having a single shortcut from the Homepage would help you move through your reconciliation tasks more smoothly. I’ve moved this to Gaining Support so our product teams can track interest and see how this could enhance the daily experience for users.
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Organisation Settings - Allow customisation of company name abbreviations (initials)
The 3 letters that are by the company name are automatically chosen by Xero, we should be allowed to change this to something relevant, for example, my company is called ACR Fabrications Ltd, common sense would dictate those 3 letters should be ACR yet xero has chosen AFL which is obviously the first letter of each part but that's not relevant to my company
7 votesHi Ashley, thanks for sharing your idea. 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 - Timesheet Summary widget
Would love a widget that shows the leave requests sorted by closest leave date to later leave dates with a filter option to adjust to be able to show just pending approval, just approved or all.
Another widget that would be helpful is a summary of timesheets submitted for the current pay period/ next due pay run.
3 votesHi Tamara, thanks for sharing this suggestion. Having a Timesheet Summary widget available directly on the dashboard sounds like it could make it much easier to keep an eye on submitted hours and stay on top of approvals without needing to navigate into Payroll.
To make sure we can track interest clearly for each request, we keep ideas to one feature per post. Since you also mentioned employee leave requests, I’ve located an existing idea for a Leave Request widget and added your support there so it can continue to gather votes and feedback.
I’ve moved this post to Gaining Support so we can focus on the Timesheet Summary idea here and track how helpful others would find having this visibility on their dashboard.
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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 | Tasks - Add CIS monthly return reminder
ADD CIS MONTHLY RETURN TO HOME PAGE
3 votesThanks for your feedback, Nathan. We'll start to get a sense of the community support for this from your idea here.
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Homepage - Improve loading
Create a "low bandwidth" version this is now so much slower than the old page on slow internet connections 271 resource requests is just stupid for a home page and 1=nearly 50mb of resources? not everyone has fiber to the building and a 250mb/s connection.
5 votesHi Geoffery, thanks for sharing this! We can see how a smoother experience on slower connections would make working in Xero more seamless, especially when you’re remote or have limited internet.
Right now, using the Xero mobile app for lighter tasks or clearing your browser cache can help speed things up, but we know a dedicated low-bandwidth mode would make day-to-day work even easier.
I’ve moved this idea to Gaining Support so we can track interest and show our product teams how much of a difference this would make.
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Permissions - restrict access to Xero on unauthorised devices
I am looking to restrict staff members from accessing Xero on unauthorised devices. This will ensure that only company issued devices are used to access Xero. Could Xero please consider this as a quick win?
3 votesThanks for raising this with us Nuha, we can see how restricting Staff access on unauthorised devices might be helpful for businesses. While this is currently not possible, we can open this idea up to the Xero community so other users who would like to see this change can also share their thoughts. We will monitor this space for more traction. Cheers!
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Homepage - Add a dedicated "Income in Advance" widget
Would be good to be able to see prepayments/income in advance account on homepage so you can see deposits that are in.
1 voteHi everyone, thanks for bringing this idea to the community! Having an “Income in Advance” widget right on the dashboard would give you an instant view of your future revenue, helping you see your financial position without extra clicks.
At the moment, this usually means running specific reports or manually calculating deferred income, which can slow down your daily workflow. In the meantime, you can run the Cash Flow Manager, which shows projected cash in and out, or keep a starred Balance Sheet or custom tracking report in your Favorites for quicker access.
I’ve moved this idea to Gaining Support so we can track interest and show our product teams how helpful this visibility would be for managing cash flow.
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Homepage - Add a "Tax and Reporting" quick-link widget to the Dashboard
New layout is great now I've got used to it. I do miss the Tax and Reporting box where I had quick links to useful items such as VAT return, CIS return. Could you add this as an optional widget on the new dashboard please? Thanks.
17 votesHi Andrea, appreciate your sharing on how having a “Tax and Reporting” shortcut on the dashboard would make accessing tax returns and key reports quicker and simpler. Navigating through multiple menus can slow things down, especially when deadlines are looming.
In the meantime, you can access your VAT return directly from the Tax menu on the navigation bar for quicker access.
I’ve moved this idea to Gaining Support so we can track interest and show our product teams how much this shortcut could help make compliance tasks faster and more efficient.
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Homepage - Add shortcut to create repeating invoice
Shortcut to add recurring invoice via a simple UX - just add a drop down next to the 'New invoice' button. Similar to what you already have in the Sales overview page.
2 votesHi everyone, thanks for sharing this idea! We can see how having a “Create Repeating Invoice” shortcut right on the dashboard would make managing recurring invoicing faster and more seamless.
Currently, you navigate through the Invoices menu to reach the Repeating tab, which adds extra steps. I’ve moved this idea to Gaining Support so our product teams can track interest and understand how much this shortcut could help streamline regular invoicing.
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XPM - Allow bookkeepers to sign up without TPB registeration
The current signup process, while being advertised for bookkeepers actually requires a registration with the TPB as a tax or BAS agent, however pure bookkeepers categorising transactions and doing account reconciliations have no need to lodge BAS' and hence no reason to obtain a BAS agent number.
This oversight prohibits bookkeepers from signing up to the partner program and growing the platform.
A simple "do you intend to make lodgements for your clients - yes/no" button before the "BAS agent number" input field would suffice.
2 votesAppreciate you sharing the idea here Hamish. bookkeepers can’t sign up for the Xero partner programme without BAS/TPB registration at the moment. We understand this may not be useful for people who do not want to register for Tax. We'll open this idea up to the community so we can gain some support on it. In the meantime,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 - Add a global "Items to Reconcile" alert bar at the top of the Dashboard
The new Dashboard can be huge and challenging to navigate if you have multiple bank accounts. It will be helpful to have a section with ALERTS at the top of the page.
1 voteHi everyone, thanks for sharing this suggestion! We can see how having the "Items to Reconcile" alerts visible while scrolling would make daily bookkeeping faster and more seamless. It’s all about helping you stay on top of your work without extra clicks or screen-jumping.
For now, you can use the 'Bank Accounts' widget or the Tasks widget to see if there's any items to be reconciled, but we know a persistent global bar would make this even easier.
I’ve moved this idea to Gaining Support to get more perspective from the community, so we can show our product teams the value this would bring.
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Dashboard - Add 'Financial Year' option to the Profit and Loss widget
Like others, I think the options listed for profit and loss on the hompage are too restrictive. The app has better options. I want to know where I stand financially including upcoming payments (to distribute profits) so I tend to use the "Finincial year" P&L rather than "year to date". The app has this but the homepage doesn't.
7 votesHi there,
Thanks for your feedback! It makes complete sense that you’d want the same visibility on your desktop as you have on your mobile app, especially when you're trying to track your financial position for the full year.
I’ve classified this as Gaining Support. While you can see this data by clicking through to your full Profit and Loss report, I agree that having a "Financial Year" toggle directly on the Dashboard widget would be a great efficiency win.
I've updated the title of your idea to "Dashboard - Add 'Financial Year' option to the Profit and Loss widget" to help other users find and vote for it.
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Homepage - Add quick access links for most important features
A couple of customisable quick buttons to take you to your most frequest pages eg. invoices / purchase orders / timesheets
12 votesHi Ian, thanks for your feedback. We don't have plans to enable the ability to add quick access options directly to the homepage but we'll see the support your idea gets here in community.
For the time being, you may find the keyboard shortcuts that are available handy in quickly navigating where you need. 🙂
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