429 results found
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Homepage - Showing daily income
Show what is made on a daily basis as well as monthly basis
1 voteHi Lora, thanks for sharing this Idea with us! We have moved this to Gaining Support and now all you need to do is to share this with your Friends and other colleagues who share your thoughts on having a daily income option on the new Homepage. They can vote and comment and we will keep an eye on the progress of the Idea.
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Invoices owed to you - Add column for 'Last week'
In the old version I had an additional column where I could see invoices owed for "last week". This has now been removed and all invoices for last week are in the "older" column. I would like this column back as I found it very useful. I would need to be able to resize the widget in order for this to fit on my screen because there is so much white space to the right of my laptop screen that this widget is cutting off slightly to the right.
1 voteThanks for sharing your feedback on the new Homepage, Liana.
Appreciate hearing how this column was useful for your business workflow. We'll start to see the support this idea gets, here.
I've also added your vote to this idea around the whitespace - If you'd like to add any further detail on where on the page whitespace is most prominent for you.
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Homepage - Show business specific email address information in homepage
Suggest you make the business specific email address easier to find, like it used to be, as the current long winded process to find it is very time consuming to pull up even for 7yr users of Xero
1 voteHi Sandra, would be good to get more detail from where you'd find the email most helpful to access?
To highlight where you can currently retrieve these;
- For emailing files to your Files inbox just click the organisation's name, select Files. From this page you'll find the unique email from the 'Email to Files inbox button in the top right
- For emailing bills to your organisation click Purchases > Bills. From the New bill drop down you'll see a quick option to Copy your forwarding email address.
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Homepage – Frequent supplier list - copy or edit bills
Homepage idea: If there was a window with often used suppliers that you could just click and quickly copy or edit a bill.
1 voteAppreciate you bringing this up, Skubi. A Frequent Suppliers widget where you could quickly copy or edit bills sounds like a really handy time-saver for your data entry. We understand that having to search for a supplier or navigate to the full Bills screen each time can slow down your workflow.
As you may be aware, you can use Repeating Bills to automate recurring costs, which works well for regular expenses. You can set the bills to be created as drafts which will allow you to edit it before approving.
I’ve moved this idea to Gaining Support so we can track interest and share it with our product teams. This helps highlight how a shortcut like this could make managing accounts payable smoother and faster.
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Navigation - Back to the top button at bottom of page
Please could you add a 'Back to the top' button, especially on the reconcile and report pages, but every page would be useful.
After scrolling down many line items, it would be far quicker to have this function implemented for ease.20 votesHi team, thanks for showing interest in this idea.
While we don't have any plans for adding this within Xero atm, as mentioned in my last update if you're working on a desktop you can use the 'Home' button on a Windows, or on a Mac you can press the 'Command' key + Left arrow.
This should help when navigating a long lists or pages like reports.
We will continue to track the appetite through this idea.
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Invoices - Don't open a new tab when copying invoice
Please remove the latest update on Xero: when you copy an invoice it automatically opens a new tab on my laptop. I have more than 20 invoices to post everyday, I do not wish to have 20 tabs on my screen in the end. Not every update is a good update. When you don't have a better update, it's better to just maintain it.
1 voteHi Patricia, thanks for sharing your idea, and letting us know the changes that matter most for you. We'll move this idea to gain more support from the community. We'll monitor this space for more traction. Cheers
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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 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 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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Homepage - Widget to view a List of recently entered invoices
A widget to quickly locate "most recent invoices put in system".
We use Xero in our retail store and sometimes we end up DOUBLING up invoices for one order (paperwork is picked up by another helpful person to put in, but has already been put in).
Also good for tracking daily invoices/orders placed.Thanks,
- Merlin B.1 voteGood to know the different elements that our customers find would help them rom the Homepage, Merlin. We'll continue to get a sense of the interest in this here.
For the time being just to make sure you're aware - The History & notes report is probably most useful to you atm for getting a view of this. You'll be able to run the report for an individual all or users across your organisation and can filter to select only Invoice for Type. Once run if you type 'Created in the search box this'll further zone into just the invoice created by the selected users with in the date range. 🙂
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Dashboard - Option to link Account Watchlist to Balance Sheet
From the watchlist for chart of accounts I would prefer the link go to the balance sheet, not the full chart of accounts.
1 voteThanks 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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Users - Show number of days for 'Last Signed In' in the previous year
The 'Last Signed In' date on the homepage is a bit misleading when in the situation where you signed in before the Xmas break, and then signed in again in the new year. Currently the way it handles this 'Last signed in 1 year ago' makes it sound like you haven't signed in for 12 months.
I think a better solution here would be if it just said x days ago
1 voteThanks for sharing your idea about how you'd like to see this improved.
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 votes and comments too!
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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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Dashboard | Watchlist - Customise at the user level
Could the Accounts Watchlist feature have an option to have user specific watchlists? The accounts I want to pay close attention to as Head of Finance is different to what the Finance Assistant wants to see. Not all accounts are organisation wide specific.
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Onboarding - Add Xero to the list of "What tool are you currently using to run your business"
When creating a new organisation, there isn't an option to choose Xero from the dropdown list of "What tool are you currently using to run your business". I'm migrating from one org to another because of limitations in your PAYE scheme functionality. Right now, a user can't select Xero from the list, which may help you shed light on users who are either running into org challenges or who are power users of your tools.
2 votesThanks for sharing this idea.
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 votes and comments too!
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Login - Ability to set a Password Expiry
Hi Community,
In relation to XERO security, I suggest all users should have a password expiry functionality where after a period (eg 6 months) it prompts all users to change their password.
8 votesHi Simon, thanks so much for taking the time to share this great idea about improving login security.
We've had a look, and your suggestion to add a password expiry feature is now open for the community to vote and comment on.
We're keen to see what others think! They can now add their votes and share how this would help them manage their own business's security policies in Xero.
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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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Navigation - Move up practice tools section on main menu
Navigation - Main Menu
Personally, I access practice tools and hubdoc / syft several times daily, I'd prefer not thave to scroll down to get to these. Settings and Subscription / Billing are access much less frequently and coud me lower in the menu.
Also the Xero Menu and Home Menu seem to do exactly the same thing? Could the main drop down menu therefore be moved over to the LHS where it was previously.2 votesThanks for your feedback, Tina. To make it easy to track the interest from community and keep you updated we request each post is contained to a single idea. I've slightly amended your idea to the first that you mentioned around navigating to practice tools. We have a slightly different one for the navigation to Hubdoc that you may like to vote for.
For the last point you've noted around the Xero and Home buttons - welcome to start a new idea for this too, that we can track support in. Thanks
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Navigation - Separate menu for Analytics
Separate the Analytics menu from Reports; removing the needless navigation for a submenu
2 votesAppreciate your feedback, Ravinder. Lets start to get a gauge of the community support through your idea here 😊
Our product team are watching the feedback through this forum closely and if there are any updates we'll share with you, here.
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Access levels
Would like to be able to add users with only access to invoicing, without them seeing any other part of Xero. This would be a huge benefit so I can have team members invoice customers without seeing company financials.
14 votesIs there something about the Invoice Only + Sales user role that doesn't fit what you're after in this, David?
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