Settings and activity

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1. Homepage - Simplify layout

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   424 comments  ·  New Homepage » Homepage  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 in and Out and Recent Invoice payments widgets. This includes customisation of the data within these widgets to best suit your needs, such as removing the charts. We’ll provide a confirmation once these updates are live.

   There are also other enhancements that our teams are beginning to explore to further solve needs shared in feedback here, so we’ll continue to keep you updated.

   If you need help setting up or editing your homepage, please reach out to the Xero Support team. They can help you design a view that best supports your specific workflows. Thanks

   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… more

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   Sarah Leonard - MTD Xero Access Xero commented  ·  04 February, 2026  ·  Edit…  ·  delete…

   This is complicated and overwhelming. To think anyone is using this for fast monitoring of information is unlikely. It now just feels like a screen to get away from as soon as possible. Xero used to be proud of being 'beautiful'. Not any more

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2. Reporting - Change ordering of Account Type on Trial Balance when grouped

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   submitted  ·  12 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   Sarah Leonard - MTD Xero Access Xero supported this idea  ·  28 July, 2022
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   Sarah Leonard - MTD Xero Access Xero commented  ·  28 July, 2022  ·  Edit…  ·  delete…

   Trial Balance in order of the Profit and Loss and then Balance Sheet.

   In the new Trail Balance report you can group the nominal codes by Account Type - but it then lists the types alphabetically instead of grouping by Profit and Loss and then Balance Sheet (like the older TB report did by default). Alphabetically listing isn't very useful. Please re-list them in a logical order.

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