Settings and activity
14 results found
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29 votes
Hi team, we wanted to share an update as this will be possible within the new Xero Homepage!
You'll find with the new Chart of accounts watchlist widget you'll be able to reorder by any column in the watchlist 😊
You can currently try out the new Homepage in the demo company. I'll be back to confirm when this is live to all users. Thanks!
An error occurred while saving the comment -
788 votes
Hi team, we have some updates to share. Before we dive into the details, we want to be clear that while we’re committed to monitoring, learning, and refining the Homepage, we don’t intend to return to the previous Dashboard style or its column-based widget layout.
A few months back, we rolled out several enhancements to the "Edit homepage" capability to give you better control over your layout, including:
- Widgets that remain stationary until they are dropped into a new placement
- A "shadow" preview showing exactly where a widget will be placed during drag-and-drop
- Refined animations for a much smoother visual experience
- Improved on-page guidance regarding how to save multiple layouts across different screen sizes
In addition to the existing size options for Chart of Accounts and Cash In and Out, our team is currently building smaller widget sizes for Invoices Owed to You, Bills to Pay, Chart of Account, Cash…
An error occurred while saving the comment 
Trish Giunta
commented
The updated design has made the experience noticeably harder rather than easier.
The interface feels overwhelmingly busy, with so many competing elements that it’s difficult to quickly locate the tools and information I actually need. Instead of offering clarity, the new layout creates visual noise. It’s an overload of panels, prompts, and widgets that demand attention all at once. The result is a home page that feels cluttered and, frankly, quite jarring to use.
The previous layout wasn’t perfect, but it was functional — it let me get in, find what I needed, and get on with my work. The new design slows that down. It’s less intuitive, less efficient, and far more taxing on the senses.
I’d really encourage the team to revisit the balance between aesthetics and usability. A cleaner, more streamlined interface would go a long way toward restoring the clarity and focus that made Xero such a pleasure to use. -
9 votes
Hi community, we appreciate your feedback however upon reviewing this idea we're going to shift this to Not in pipeline as this is not something we can control from the Xero end.
This is the way Stripe apply a surcharge on a payment.
If this changes in the future and something we can revisit we will provide an update here. Thanks
An error occurred while saving the comment Trish Giunta
commented
In social media posts, the stripe reimbursement is misunderstood. Some don’t understand how to set it up - it’s not straightforward and requires knowledge of customising invoices to include it.
Then those that do set it up, still continue to pay the 30c processing fee but also the difference between the % reimbursed and the stripe fee given they include the stripe reimbursement in their calculations.I understand that other processing apps enable full reimbursement of the processing fees unlike Stripe.
Hopefully this is something Xero can change.
Trish Giunta
supported this idea
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26 votes
Thanks for your feedback and for pointing out how the term "Reconcile" can be confusing—especially for those new to Xero or bookkeeping.
We get that using clearer terms like "Categorise" or "Allocate" might feel more intuitive and help reduce confusion when working through bank reconciliation.
Right now, this idea’s open for feedback and support, so feel free to keep voting and sharing how a change like this could help in your day-to-day.
Trish Giunta
shared this idea
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11 votes
We appreciate you sharing improvements you feel would be most valuable within the Task widget of the new homepage experience.
Our product team are carefully considering all feedback we're receiving on this and I'll be sure to share if there are any plans made with you here.
Trish Giunta
shared this idea
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312 votes
Hi team, as you may have seen from our Designer Jen's message this idea is in discovery with the team now doing some testing on early concepts.
We'd love to have your input as part of this and if you'd like to take part we invite you to fill in this quick survey. 📝
While we may not be able to invite everyone into these sessions our team will be in touch over the next few weeks.
I'll be sure to share any further updates on tyhis with you all here. Thanks!
An error occurred while saving the comment Trish Giunta
commented
In the tasks, it should report on the bills that are due to be paid in x period - whether that be a week or fortnight - user should be able to set it based on frequency of using the file.
This would act as a prompt to ensure payment is made.
In addition, there has not been a solution to recording a credit card statement due for payment. Being able to record the amount due and due date would really help! Fixing this would also be extremely useful
Trish Giunta
supported this idea
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47 votes
Really appreciate hearing the detail of why this idea would be useful and how you use the Watchlist on the Homepage.
We value all the feedback we're receiving on this new experience from our customers here and will share if there are any changes for this planned, here.
An error occurred while saving the comment Trish Giunta
commented
Chart of Accounts Watchlist
I would like it to only show some accounts if their balance does not equal 0
Rather than reporting it when the account is 0 and just occupying space.This would be useful for Wages Payable, Superannuation Payable, Suspense accounts and various other accounts
Trish Giunta
supported this idea
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15 votesTrish Giunta
supported this idea
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40 votes
Hi everyone, we appreciate your support in being able to pass on exact fees to customers.
While this is something our team have taken an initial look at, there is quite a bit involved in being able to develop this into the product and this isn't something we've been able to prioritise at this time.
We understand the needs expressed in feedback here and want you to know this is a feature we'll continue to consider in future planning and will keep a close eye on the appetite in this idea.
If there are any updates planned we'll make to share with you here. Thanks
An error occurred while saving the comment Trish Giunta
commented
There should also be an option to set a different reimbursement rate if an international card is used.
Trish Giunta
supported this idea
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1 voteTrish Giunta
shared this idea
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111 votes
Hi everyone, we appreciate the interest his idea has received. Introducing the ability to add a discount amount was highly requested by our community. We recognise for customers that discount by % this means you'll need to enter a % symbol where y ou wouldn't have done so before.
With quite a few items drawing our teams attention at present we want to be upfront that developing a default option for discounts isn't in the pipeline atm. This is something we'll keep reviewing and consider as a future improvement in this space. If there is any change or progress around this I'll let you know on the idea, here.
Trish Giunta
supported this idea
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66 votes
An error occurred while saving the comment Trish Giunta
commented
We should at least have the option to exclude them. There are accounts that have been archived for 8 or so years but they can’t be excluded. Makes budgeting that more challenging!
Trish Giunta
supported this idea
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761 votes
Hi everyone, I'm pleased to share that we're moving forward with the ability to schedule the send of an invoice from Xero.
We're in the early phase of releasing our new invoicing scheduler to customers, and appreciating the direct interest you've all shown here we've included everyone that's voted on this idea in our initial rollout!
You'll see a tool tip on the invoice page for email scheduling, and be able to choose the right date/time when you go to email an invoice (from the send email dropdown). 😊
We're really keen to hear your feedback.
We appreciate there are asks within this idea for being able to schedule the send of other document type such as payslips and want to be upfront that this isn't in the roadmap at present. However, once our invoice scheduler is out to all, we'll be monitoring it's use closely and consider how this…
Trish Giunta
supported this idea
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9 votes
Appreciate your feedback here, everyone. While we've recently released contact group invoicing with new invoicing, the ability to attach and send an attachment has not changed for the time being.
Contact Group invoicing will only create draft invoices for the contacts within that group, so you'll need to attach any documents to the individual invoices that are created and select to include these with the invoice when sending.
We'll continue to review this idea as a future enhancement, and I'll let you know if there are any changes planned, here.
Trish Giunta
shared this idea
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I'd like to be able to limit it to only show accounts with a value - i.e. not show the ones that have $0 balance. It would also be good to be able to reduce the size of this widget - if you only want to monitor a few accounts - there is a lot of white space