Settings and activity
56 results found
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Homepage - Ability to control what messages and adverts appear
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Xero%20homepage.docx 64 KB -
Auto%20Reconcile%202.png 7 KB -
Set%20Up%20Payments%20-%20every.%20single.%20invoice..png 76 KB -
Auto%20Reconcile%201.png 5 KB -
Syft.png 7 KB -
Chasing%20Payment%201.png 4 KB -
Case%20-%20Dashboard%20Banner%20%E2%80%93%20Xero%20Central.pdf 133 KB -
Screenshot%202025-09-02%20at%2011.40.45.jpg 153 KB
54 votesThanks for your feedback about this.
The community can now get behind and support this idea.
Along with votes, other members can now comment to share their thoughts.
Jo Russell
supported this idea
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115 votes
Thanks for your idea, Simone. Gosh that is a lot of bank accounts I can see why a search would help. No immediate changes planned for this but I'll share your feedback with our product team and we'll get a sense of others that'd find this useful from your idea, here. 🙂
Jo Russell
supported this idea
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39 votes
Hi 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.
Jo Russell
supported this idea
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44 votes
Hi everyone, it makes a lot of sense to want a cleaner way to organise dashboard widgets. When related items like bank accounts or invoice summaries are grouped together, it’s easier to find what you need without much scrolling..
For now, you can use the Edit dashboard button at the bottom of the page to reorder widgets—move your most-used ones to the top and hide the rest.
This idea is now Gaining Support, so we can see how many others would like more control over dashboard layout. We’d love to hear how you’d group your widgets—keep the votes and comments coming!
Jo Russell
supported this idea
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67 votes
Thank you to everyone that's joined and shared feedback on our new homepage experience, here. Continuing to review and take this on board our team are working on some updates to the Invoices owed to you and Bills to pay widgets.
The intention is to offer more flexibility in the size of these widgets with the ability to reduce and remove the graph from showing.
I'll come back to share more as this progresses.
Jo Russell
supported this idea
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55 votes
Appreciate hearing your feedback on this here, Tania. I can assure you our teams did a lot of testing with all aspects of the homepage prior to it's rollout however we totally understand there are different views of what information would be most valuable, where. This is exactly the type of thing we're keen to hear and understand the appetite of through product ideas.
Just to confirm for everyone coming across this idea - While slightly changed in terms of placement it's possible to view Drafts for Invoices and Bills in their related Invoices owed to you, or Bills to pay widgets.
This is now found beneath the graph where you can click the 'x' drafts text to go straight to the list of draft invoices (or bills) - see image
We don't have any immediate plans for changing the placement of the Drafts link within the Invoices owed to…
Jo Russell
supported this idea
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69 votes
Thanks for the input and sharing your feedback here, everyone.
We know many of you asked for widget borders to help separate information. As a first step, we’ve subtly darkened the homepage background to increase contrast and make the widget boundaries clearer.
We’d love to know if this change has made the information easier for you to scan and consume. Please do let us know here 🙏🏻
Jo Russell
supported this idea
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2 votes
An error occurred while saving the comment -
636 votes
Hi team, thanks for staying engaged with us here. From your feedback our product teams clearly understand there are legitimate use cases and scenarios in which you’d like to be able to simply unapprove a bill.
While seemingly simple there is a bit of underlying work that needs to be done within Bills to enable us to build this functionality - As you’ll have experienced within the Bills list view - we’re in the process of uplifting the pages in Bills with updated technology that’ll unlock our ability to develop features like unapprove.
So, while it’s not in our roadmap atm, we’re tuned in here and will continue to assess how we may solve this as we plan our future roadmap. I’ll make sure to share any progress with everyone here.
Jo Russell
supported this idea
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25 votes
Thanks for all your input and sharing the needs in seeing awaiting approval invoices and bills from the Dashboard.
We'll soon be rolling out our new Homepage experience. The team have put a lot of work into designing the new widgets with our customers front of mind.
Within the new Tasks widget you'll be able to get a quick snap of invoices (and bills) awaiting approval, and from the 'Invoices owed to you', and 'Bills to pay' widgets you can get a quick understanding of the # of invoices or bills awaiting approval and amounts associated to them.
Try it out in the demo company now and I'll be back to share when it's fully released 😊
Jo Russell
supported this idea
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3 votes
Hi Jo, thanks for sharing this idea. We appreciate you explaining how dual reference fields could help meet government client requirements, especially with the January 2027 eInvoicing mandate approaching. After reviewing this with our product team, we've moved this idea to Not in pipeline, which means the product team have reviewed the idea and it isn't on the foreseeable roadmap. The idea remains open for votes, so we encourage the community to continue supporting it if this impacts their business. We'll keep monitoring feedback from the community on this topic.
Jo Russell
shared this idea
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13 votesJo Russell
supported this idea
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29 votes
Hi Rory, while it's not possible to set up a default email template for a contact at present you can set a default currency & branding theme.
This might go some way toward helping you communicate with contacts in different locations. 🙂 - See our help article here
An error occurred while saving the comment Jo Russell
commented
We have just received a notice from a large corporate client that we need to change the way we send our invoices to their mailbox.
"SUBJECT of the email must be in the following format and must be unique
<Invoice number><Purchase Order number>"If we could set up an email template that matches their requirements and which is the default on their Contact card, then we don't have to remember to manually change the email for every invoice we send them.
We have several classifications of clients with a different email template to be used for each type. It's been just another thing to have to remember when sending invoices out, but with invoice receipting becoming more and more automated, there needs to be more flexibility in the Invoicing part of Xero.
Jo Russell
supported this idea
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738 votes
Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.
Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.
While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.
Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on.
We do regularly review all ideas here, and your input is vital. We'll…
An error occurred while saving the comment Jo Russell
commented
The work-around of setting every additional person to appear in emails only works for the initial transaction. For the automated invoice payment reminders, that would mean that everybody would receive these.
The other thing with setting every additional person to appear in emails, is that their job title doesn't appear. Unless the Accounts person knows who all of a client's contacts and their position within that client, this suggestion adds no value.
Large organisations are moving towards having an automated email address for receiving invoices, and only invoices, with statements needing to go to a different email address. Again, setting the default person to the invoicing mailbox creates issues when the automated reminders go out as they are going to the wrong address and causing issues in clients' automated systems.An error occurred while saving the comment Jo Russell
commented
The only way to get all of a Contact's people/emails addresses to appear in the Invoice Send function is to tick each person as "Included in emails".
If everybody is marked as "included in emails" then everybody listed on that contact will receive all automated payment reminders. This is a worse solution that the current problem.
An error occurred while saving the comment Jo Russell
commented
Please also see this product idea from May-22:
Jo Russell
supported this idea
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655 votes
Hi everyone, we’ve taken time to review the suggestion to include custom fields for both invoices and contacts, and recognise the value it'd bring in helping users capture more detailed information and avoid manual processes.
However, with other focuses drawing the teams attention such as multiple addresses this idea is not on our current development roadmap.
As we continue to plan future roadmaps, being highly supported this idea will continue to be considered, however we want to be open about it's current position with you all here. We appreciate you sharing your feedback and for your ongoing participation in the Xero community. Any changes to this status will be shared with everyone on this idea.
An error occurred while saving the comment Jo Russell
commented
We have government clients who are asking to be sent invoices using the eInvoicing function, rather than pdf's via Xero's email function, BUT they also require a separate field to be added to the invoice header so that their system can recognise the invoice.
Without a custom field on the invoice header, we are unable to comply as we already use the Reference field for internal purposes. If we could add an internal reference field that can be seen on the Contact card in the same way the Reference field currently does, that would solve the issue.Jo Russell
supported this idea
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5 votes
An error occurred while saving the comment Jo Russell
commented
Because the New Invoicing doesn't record when an invoice is re-sent once the 'Sent' box is ticked, that box needs to be unticked if you want Xero to automatically record where and when an invoice has been sent (as it used to under Classic Invoicing). To enable the record to be added to the History of the Invoice, the 'Sent' box must first be unticked.
However, if that invoice relates to a Locked/Closed period, the period first needs to be unlocked.
To resolve this, either the 'Sent' box function is uncoupled from whether the period is locked or not. Or the History and Notes automatically records whenever an Invoice is sent without having to untick the 'Sent' box.
This used to work seamlessly in the Classic invoicing.Jo Russell
supported this idea
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12 votes
Thanks for sharing your thoughts and adding your vote to this idea! We totally get how important it is to keep your customer contact info accurate and up to date. An automatic update feature through invoicing sounds like a great way to save you some valuable time.
Right now, if you send an invoice to an email that’s not already linked to a contact, you’ll need to add that email manually in Xero. The current setup is designed to be flexible so you can send invoices to multiple emails without changing the contact record. But we can definitely see how this feature would speed things up for you.
This idea is now in the “Gaining Support” phase, which means it’s open for votes and comments. We’re keeping an eye on how much interest it gets from the community. Your vote really helps us understand how much this feature matters to…
An error occurred while saving the comment Jo Russell
commented
@Kelly - perhaps a pop-up question to make the decision at the time would be the solution?
It would have been good to have a pop-up in the new invoicing the first time an invoice was sent where the contact didn't have an email address for user awareness. I only discovered this change in the software's behaviour when I investigated the 'Missing Email' message.Jo Russell
shared this idea
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70 votes
An error occurred while saving the comment Jo Russell
commented
With more and more clients using automated systems to receive invoices, sending an automated reminder to the same email address creates havoc in their systems. We are getting more and more terse emails from clients asking for invoices to go to their invoicing email ONCE and then all reminders to go to a different email address.
It's impossible to keep on top of which clients this affects and is beginning to impact our debt collection processes. Please consider this upgrade.Jo Russell
supported this idea
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Jo Russell
shared this idea
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6 votesJo Russell
supported this idea
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276 votes
Hi community, we totally get why you'd like to easily track partially received goods or services against a single purchase order, and to see the remaining balance within Xero.
With the new Purchase orders experience that’ll be coming soon, our team has paid close attention to the flows and different needs in managing supplier goods that have been expressed through product ideas.
Our team is looking to solve needs for tracking partial amounts received, so we’ll keep you updated of progress surrounding this here. 🙂
Jo Russell
supported this idea
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While the new and improved filing is great to enable archiving, I can no longer upload my files directly into the correct folder. Now I need to upload the file into the Inbox and from there allocate it to the Archived folder.
I file my documents into folders and some of these folders are current and some can be archived. As it stands, every single folder is archived. This makes it more difficult to navigate than it used to be.