435 results found
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New Homepage - Ability to add custom widget
Customisation of widget request, ie Add New Widget >> Select certain costs >> Select certain incomes. Show chart month by month.
7 votesThanks so much for taking the time to share this idea with us.
Right now, the new Xero homepage doesn’t support creating your own fully custom widgets. You can customise which of the existing widgets you see, change their order and (for some widgets) adjust their size, but there isn’t a way to build and plug in a brand‑new widget type yet.
We have moved this to Gaining support, while we can’t promise if or when custom widgets will be available, votes and comments on this idea are really valuable, so please keep adding any specific examples of what you’d like a custom widget to do. That kind of detail really helps our product team when they’re exploring what to build next.
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Homepage - VAT & Corp tax running total
At a glance, a running total of VAT and Corporation tax due. As a small business, this would be very helpful for planning. Crunch Accounting had this on their homepage and it is the only thing i miss about their very clunky system!
30 votesHi Lyn, thanks for adding your feedback on our prototype for the new Xero homepage in regards to running totals for VAT/GST/BAS and Corporation/AU/NZ Tax, this is incredibly valuable to the team as they make the refinements.
We know this addition would help you keep a closer eye on your business's financial health. We appreciate your continued feedback on the prototype homepage and encourage you to leave more feedback for us.
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User Permissions - Allow Invoice only Sales & Purchases to export aged payables and receivables report
Xero has recently improved user permissions so that users with the Sales & Purchases – reports for sales & purchases role can access Aged Receivables and Aged Payables reports without also being given access to all financial reports.
This is a very welcome improvement, particularly for administration staff who need access to debtor and creditor information as part of their day-to-day roles, but who should not have access to sensitive reports such as the Profit & Loss, Balance Sheet or bank account information.
Unfortunately, these users can currently view and run the Aged Receivables and Aged Payables reports but cannot…3 votesThanks so much for taking the time to share this idea with us. We’re pleased to let you know that it’s now open for votes and comments in Xero Product Ideas. We encourage others in the community who would benefit from this functionality to vote and join the conversation. The feedback and support shared through Product Ideas helps our product teams understand what matters most to customers when considering future improvements.
Thanks again for helping us make Xero better! 😊
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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 - Business Performance dashboard
I would like the Business Performance graph to remain. Its a useful visual and instant reminder of the performance.
Additionally adding the VAT liability to the home screen would be extremely useful. Yes I know it changes daily, however a good insight for business and management of cash flow in an instant (without having to produce reports).
The contents of the proposed Task Bar is just a duplication of information that's already on the home screen therefore not useful to add them collectively on 1 widget. To be able to add our own written task and reminders on a calendar…
29 votesReally good to hear you exploring the new homepage, Estela.
We ask that each idea is contained to one feature request so that it's easy for other members to understand what they're voting for and we can best keep you updated on any progress on a feature. I've slightly amended the title of your idea here for the first you've shared on the Business Performance dashboard.
We appreciate hearing how you find this useful, however we want to be upfront that we don't have intentions of adding this to the new Homepage, to make way for new features that will be coming soon. You'll be able to continue accessing key information from the Business Performance Dashboard page.
The Tax & Reporting widget has been replaced by a new sales tax widget, and depending on your region this will be available in the next 12 months. We also have an idea…
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New Homepage - Formatting options in widgets
I wanted to share some thoughts on the latest Xero homepage redesign after seeing a comment that really resonated with me about how much space the widgets are now taking up and how much more cluttered it is now. From a web design point of view, it’s just not intuitive, it’s cluttered and feels way too full, especially compared to the previous version where the widgets sat nicely in the centre and only took up maybe 50% of the page.
I genuinely believe the homepage experience could be dramatically improved with just a few changes:
Simplify the default data shown…
7 votesHi team, thank you for sharing back with us on the new homepage here.
Right now we are working on developing some of the widgets to allow more control of the view and information you see. As an example we are developing the Invoices owed to you and Bill to pay widgets to provide the ability to resize and change the information that is shown.
We will keep you updated on the release of these here.
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User Role - Allow Invoice Only users to Export Contact List
If a user has access to Invoices and Purchases and they have the ability to change Customer detail the role or an additional role should be to be able to export customer lists details as well as a seperate roll to access the age receivables.
This would give the Debtos managment role full access to follow up on all debtors and be able to update details for customers in bulk.
5 votesHi Rozane, thanks for raising this idea. We can see how being able to export contacts with Invoice Only permissions could help businesses delegate tasks to team members without giving extra permission.
I've updated the status of this idea to Gaining Support so we can continue gathering feedback and better understand the workflows where this level of access would be valuable.
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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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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 - Add Tracking Category back to main menu
Please add Tracking Categories back to the main menu, so it can be accessed with one click instead of having to navigate through to settings. Under accounting tools would be fine. Thank you
19 votesThanks for raising your feedback with us here. It's really good to understand what's important to help our customers working in Xero.
If possible it'd be great to get more detail as to why you're often needing to access the Tracking Settings? In many places you'll find that you can add new tracking options for a category while on the go and entering transactions in your org, so would appreciate deeper understandings of your business flows here.
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Navigation - Control which apps are recommended
Connected apps and recommendations - I would like to be able to recommend for clients on this page.
41 votesWe're grateful for sharing your experience with the beta for our new navigation.
Our Community have reviewed and shared your feedback with our product team. Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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User role - Limit read only access
I am going through a bad divorce and I have to give my ex wife read only access to my company file however i am going against court orders and not giving her access as i know she will take invoices, purchase orders and product sell and buy prices to my competitors once our settlement is complete.
I need xero to create a read only service that does not show invoices, purchase orders, bills, inventory and also removes the report tab. pretty much just allow her to see bank accounts and where money is getting allocated.
i really feel like…
8 votesThanks for sharing your idea, and letting us know the changes that matter most for you. Xero’s current roles (including Read only) are intentionally broad, but we know they’re often too ‘all or nothing’. We can’t give a timeline for specific changes to Read only yet, but the direction is definitely toward more configurable roles and tighter control over what view-only users can see.
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Login - Reduce graphics
Xero is an accounting program. It is not for entertainment. It does not need flashy graphics.
The latest unwanted and unneeded image is on the login screen. It is chewing up my bandwidth.
And I don't need the bar graphs on the dashboard rising up to their maximum value. It is chewing up the graphics capability of my old computer.
How about a cut down appearance option like back in the DOS days?
But before doing that fix all those other niggly problems that annoy me.
1 voteHi Alan, appreciate your feedback here. We don't have any plans of reverting to a DOS type experience but I've made sure to share your feedback here with our product team as they keep a close eye on feedback related to this updated experience.
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Dashboard - Quick Access Widget for Favourite Reports
Hi. Could we have a widget which provides shortcuts to the reports we've added as favourites, please?
12 votesHi Terry, it's great to hear your idea on how to make the dashboard work harder for you! Having your key reports front and center would make it more accessible.
Right now, jumping into the full reports menu multiple times a day can feel a bit repetitive, especially when you rely on certain custom reports.
For now, you can use the “Starring” feature in the Reports center. Star your favourites and they’ll appear at the top of the Reporting menu for quicker access. Some users also find it handy to bookmark report URLs in their browser for instant access.
This idea is now Gaining Support, so the product team can see how much interest there is in more dashboard customisation.
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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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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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Quotes - Ability to add and edit full contact details while creating a quote
Quotes Need a bit of work, You've just added ability to generate a link - that's great, however, still can't share quote in the app.
While creating a quote for a new customer - you can't add any of their details (but you can if you create an invoice), you have to create new customer first then go back to creating a quote, we have a lot of new customers just walking in.
Often we'll start on an Invoice Page and we can't just change that invoice to quote once it's started. Is it possible to change invoice to quote…
8 votesHi Adam, thanks for sharing this idea. We can see how needing to leave the Quotes screen to update a phone number or address interrupts your momentum.
At the moment, the option is to create a basic contact and then update their details from the Contacts menu afterward. While that works, we understand that being able to enter or edit everything in one place would make the process smoother.
I’ve moved this idea to Gaining Support so we can track interest and highlight to our product teams how in-screen editing could simplify the quoting workflow.
Just a quick note — we’re only able to track one idea per post. If you have additional suggestions, please raise them as separate ideas so we can accurately monitor the traction and feedback for each one.
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Homepage - Ability to download or print
Add a widget for tracking categories with current and prior month expenses against each or even the top 5 of each category.
make the hope page printable to pdf and also for the user to be able to present it to a client or board.
31 votesInteresting thought of how the new homepage experience could be used in different ways, thanks for sharing with us here!
Our product teams are watching the feedback in these forums with a close eye and we will share if there are any updates for you here.
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Homepage - Document Widget to allow drag and drop
A widget for the Files section that you can drag/drop into without having to click top left, then Files.
9 votesThanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate your suggestion for a Files widget on the dashboard with drag and drop functionality.
The community team has reviewed this and moved it to Gaining support, which means it's now open for community votes and comments.
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Lock Dates - Add timed auto-locking feature for lock dates
Please add an option to temporarily unlock accounts. For example, a user could unlock them for five minutes, see a countdown, and have them automatically lock again when time ends. This would prevent users from forgetting to re-lock the accounts and reduce the risk of accidental changes.
(The unlock should apply only to that user, while all other users remain locked out.)3 votesHi Muhammad, thanks for starting this conversation. We understand the request for a temporary lock date unlock that automatically restores the lock after a set time. This could be a useful option for teams that occasionally need to make adjustments after a period has been closed.
I’ve updated the post to Gaining Support so we can continue tracking community feedback. If you have a preferred way for the timer or auto-lock to work, please share it below.
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