427 results found
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Homepage - Add and remove columns to widgets
So I can filter and view the information how I want to see it rather than using reports.
1 voteHi everyone, thanks for raising this. It’s clear that the information people want to see in homepage widgets varies a lot. For some, the invoice reference is key; for others it’s the due date or the contact. Being able to choose which columns appear would make these widgets far more useful for quick daily checks.
Right now, if the detail you need isn’t shown in the widget, you have to leave the homepage and open the full Invoices or Bills list, or run a relevant report just to confirm. That takes away from the idea of the homepage being a true at-a-glance view.
I’ve moved this idea to Gaining Support so we can understand demand for more flexible homepage widgets. If there’s a specific column you rely on every day, call it out in the comments — that will be useful to us.
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Homepage - Condensed/compact view with less white space
There's a lot of white space on the page. Can things be condensed more please?
21 votesReally good to get this sort of detail about aspects of the homepage that you feel could be condensed or removed to help with your experience of the homepage. We're continuing to get an understanding of community interest around this and hear any further detail of where within the page you feel space is unnecessary. Thanks
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Homepage - More Flexibility in Widget Placement
It would be great to be able to place the widgets wherever you want (like before). I would prefer to have all my bank accounts in a column, as opposed to having to have them horizontal
73 votesHi everyone, thanks again for sharing input on widget placement on the homepage.
As mentioned in our last update, once you Edit Homepage and Save the layout this will be saved for that screen size. If you change screens a prompt is also surfaced to explain that you may want to reset and save your layout.
While we don’t have plans to allow vertical stacking at this stage, we're improving the edit experience. This will make it easier to see how changing a widget's position shifts other items on your screen. I’ll let you know as soon as this is released.
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Homepage - Independent accounting basis toggle for Account Watchlist
We use cash basis for reporting, but utilize the COA watchlist in the accrual basis.
Having the ability to choose your accounting basis on the Chart of Account watchlist would allow users to take full advantage of the COA watchlist without having to change their reporting basis to one basis to utilize the watchlist and back to the other for reporting.
25 votesHi there,
Thanks for sharing this idea!
I can see how frustrating it is to have to jump back and forth into your Advanced Settings just to get the view you need on your dashboard.
The Account Watchlist is meant to give you a quick "at-a-glance" look at your numbers, and having to change your global reporting basis to make it useful definitely adds extra steps to your day.
I’ve assessed this and moved it to Gaining Support. This will allow our product team to see how many other users are running their operations on a different basis than their compliance reporting.
I’ve also updated your title to: Dashboard - Independent accounting basis toggle for Account Watchlist to make it easier for others to find and vote on.
In the meantime, while the dashboard widget is tied to your global settings, you can save a custom version of the…
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Homepage - Option to hide notifications (Payment services, switch back to old version, etc)
An option to get rid of the message across the top of the Home page telling us that we can switch back to the old Homepage for a short time. All it does is take up valuable realestate.
18 votesThanks for sharing this, where you'd like an option to hide notifications like this one from the menu banner, and free up some space on the screen.
We've reviewed this. and now it's up to the community to get behind and support it. You might like to share this idea with any colleagues that this could benefit, so they can add their votes and comments about how they'd like this too!
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Navigation - Add link to go into Files from the menu
Add button to go straight to Files on top tool bar instead of clicking twice (once on org name) and then Files
5 votesHi community, thanks for continued appetite in this idea. Though we don't have plans for adding Xero Documents (previously files) the the blue navigation bar, as per our last update there is the current keyboard shortcut to open, search and quickly select this from the Search results(press '/' and then 'f').
Further to this we are also developing a new Homepage widget that'll provide an overview of your documents and ability to take quick actions. I'll return to share more on this as the work progresses.
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Homepage - Bank balance widget chart
The new homepage layout removed the 6-month historic bank account balance chart, so now we're only left with a 1-month view in the bank accounts tab.
Can you consider having an option to display the balance history chart on the home page widget once again, or make the chart on the bank accounts tab configurable to display the previous 1/3/6/12 months? It might also be worth considering an option to project the next 1 month balance based upon known income and expenses.
136 votesHi there!
Thanks for sharing such detailed feedback on the bank balance charts.
I’ve categorized this as Gaining Support. While we don't roll back to previous versions of the homepage, I’ve refined your idea to focus on making the balance charts configurable (1, 3, 6, or 12 months).
This covers your need for historical data while allowing for future flexibility.
Since our forum works best with one idea per post, I've focused on the chart visibility first. I’d recommend raising the "balance projection" as a separate suggestion so it can be voted on individually!
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Homepage | Widget for next Payroll
Next Payroll Wiget for Homepage
When the new homepage was launched, I was hoping for a widget that had the link to the next scheduled payroll, the draft amount, the due date, leave to approve, timesheets to approve, last payroll (perhaps), super payments, etc. Layout could be like the 'Bills to pay' widget without the chart. Given that in Australia, SGC will need to be paid each payroll, that draft amount could also be added in the widget, linking to the Super payments module.27 votesHi team, happy to share that this is something our teams are working on at present!
We're developing a Payrun widget to help you keep track of upcoming or current pay runs ☺️
I'll come back to share as it rolls out.
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Homepage | Expense widget - Drag & drop files to create expense
Provide a widget where you can drop any bill, expense or invoice, right on the homepage for Xero to analyse.
4 votesThanks 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.
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Homepage | Invoices owed to you widget - Move new invoice button to top
The "Invoices owed to you" widget NEEDS to have the "new invoice" button on top as before. What do we do with XERO besides accounting? Create invoices, and having to scroll down this widget is useless as ...... (fill in the blank). It's a very simple display change.
16 votesAppreciate you raising this with us here, Fred.
This is something we're monitoring feedback of and would be good to hear from others on your idea here that'd also appreciate this option further up the widget.
As another simple way of creating an invoice there's the keyboard shortcut '/i' that'll open Search with an option to create 'New invoice'.
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Homepage | Bills to pay - Ability to drag & drop files for bills
Provide a widget where you can drop any bill, expense or invoice, right on the homepage for Xero to analyse.
8 votesHi Tom and John, not a direct drag & drop to a widget on the homepage, however from the 'Bills to pay' widget you can click Add bill > Upload bills which will direct you to Bills and pre-open the upload modal. 🙂
This isn't something we have direct plans of right now, but will get a feel of the interest from the community for the idea here.
It'd be good to track interest in this feature for Bills and Expenses separately as widget enhancements would typically be reviewed individually. I've created a new idea for this in Expenses and added you both to this for any updates.
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Homepage - Ability to cap / fix the number of columns
I have a wide screen (normal width for a monitor, but wide compared to a tablet or laptop) which facilitates 4 widgets horizontally (the limit, after some testing).
The widgets take up the entire space horizontally, leaving no space either side, and feels cramped as a result. This is a break from a pretty long-standing web-design principle to which even the page I'm typing this suggestion into adheres (having about 10-15% margin/padding either side of your main content where space allows).
I'd love the option to cap the number of widget colums to 3 instead of 4 (keeping the width…
187 votesHi everyone, we appreciate and want to thank everyone for feedback on the responsiveness of the new Homepage. This has been shared back with our product teams as they continue to develop this experience.
At this stage, there are no plans to fix the number of columns when using the Homepage. However, our team will continue to monitor usage on this closely.
One recent change we’ve introduced is that the Homepage layout can be saved at each screen size.
For example, if you set up and save the Homepage layout for your laptop and then move to a larger monitor you’ll see this adapt. However, if you ‘edit’ the Homepage and save the layout separately from your monitor Xero will remember the layout for each screen size. You should only need to do this once for each screen you use.
We’re looking at enhancing the edit layout experience soon to…
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Navigation - Dedicated Reconcile Button
Accessing Reconcile is always two clicks away. A dedicated reconcile button on the menubar with option to choose account would be make an improved UI and UX
12 votesThanks for clarifying that further Darian. That is a great idea and we can see why that would be useful. We're moving this idea to gain further support from the community while find similar ideas to merge with your idea and add more support to it. Feel free to share this with your friends and colleagues so they can add their vote in as well :)
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Navigation - relevant reports available from other drop downs
I love the way the various areas have been split now (Home Sales Purchases Payroll etc)
I would prefer that reports relating to each of those sections, be stored in their menus. IN the Reporting menu, I have 10 varying reports which make it a long menu path. If they were in their individual menus (e.g. Aged Receivables Summary in Sales menu; Aged Payables Summary in Purchase, all Payroll related reports in Payroll) it would be easier to find and more logical. You could have more reports visible as well in each Menu.
If this is not possible, can we…
1 voteGreat to hear you like the new layout of the navigation, Jason.
Appreciate how further customisation of reports and possible nesting under the relevant menu drop downs could be useful. We'll get a gauge of the interest in this from others in the community here.
This isn't something we have plans for atm, but will share if this gets picked up at all.
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User role - Public view ( GDPR SAFE )
I’d like to propose a “view-only” feature that would be fully GDPR-compliant and suitable for organisations that manage sensitive financial information—such as block management companies handling residents’ funds.
The idea is to allow every shareholder or resident to view the accounts and understand where money is being spent, while ensuring that all personal data is hidden. For example, where an individual apartment appears in the ledger, identifying information would be removed. To avoid jigsaw identification, each apartment could be linked to a classification matrix—for instance, showing it as a two-bedroom unit paying $2,000 per year—without revealing the resident’s identity. This…
4 votesThanks for sharing your idea. We appreciate you outlining how a GDPR-compliant view-only feature could support transparency for organisations like block management companies and public sector bodies.
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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XAA - Log each login when using the App
Amazed to discover that a 'login' from the app on a mobile phone using biometrics for example, does not count as a 'login' at all and is classified by Xero as an 'unlocking' event, but this is not logged or tracked at all (that we users can see). So in effect the 'Login History' in 'Settings' is completely flawed. This is also not recognised in 'History & Notes' unless the user actually makes changes. So if they are just in there viewing stats etc. they are invisible. This is really not ideal.
I would like to see app logins included…8 votesThanks 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.
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User Roles - Allow Read Only users to view imported bank statements
Read Only - Allow viewing imported bank statement
Have it so Read Only users can view imported bank statement, I don't know why this isn't already a thing....
27 votes"Thanks for the suggestion! We’ve reviewed your idea, and it is now ready for community voting. To help move this forward, please share it with your colleagues so they can add their support. The comments section is also open for other users to share specifically how this feature would help them."
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Users - Login history only shows 60 days extend to longer period
I used to be able to sort by login history to see who has been working on which client account. This feature no longer is available it seems. Also, there used to be the ability to see a year's worth of logins, now it's only a few months. Why the change? This doesn't help when we are doing a year's worth of book-keeping for previous periods and I would like the functionality back to what we had in Classic. When using something New, please add and not remove well used and helpful reports and options. Thank you.
BTW, why did…
12 votesThanks for sharing your idea, and letting us know the changes that matter most for you. Currently the History and notes Assurance dashboard shows the date and time for the year. We can appreciate that the Users - login history should show a period longer than 60 days, 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 - Icons for shortcuts to features
Create a "widget" with a customizable icon shortcuts to have it where you can click on one button and get you to where you need to go instead of navigation through menus. Have a way to only show which icons appear. For me, it would be "invoices, expenses, refunds, chart of accounts, and inventory". See the attached mock up of what I'm talking about. It would be so nice to have shortcuts right there on the homepage.
3 votesAppreciate your feedback and great visual understanding with your mockup there, Chris. Totally get it's not exactly what you're suggesting here but just as a highlight around shortcuts there are a few that can be used anywhere in Xero to help you quickly navigate to some features such as '/a' to get to the all bank accounts screen, or '/e' to go to all employees 😊
We'll get a sense of interest building for homepage icons through your idea here.
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Navigation - Add shortcut to Tracking in the Accounting dropdown
When will the ability to add a shortcut to the settings like "tracking category" and "Fixed Assets" to the "accounting" dropdown menu be re-activated like you could do with the old task bar, or is this another case of "we don't care about our customers bookkeeper's productivity being lost" as all the other dropdown menus appear to have all the shortcuts?
4 votesThanks for your feedback on navigation shortcuts. We appreciate you explaining how important quick access to Tracking Categories and Fixed Assets is for your workflow. You should see Fixed Assets within the Accounting menu already. However, you are correct that accessing Tracking Categories requires an additional click and are shown under the Accounting Settings option.
We've reviewed your idea and now 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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