Settings and activity
55 results found
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710 votes
Hi community, thank you for all the engagement and we can see the growing interest in improvements to help simplify your view of information on the new Homepage and navigate important information and insights with more ease.
Right now, our team have a few pieces of work underway intended to help with some of the pain points that have been raised here these include:
- More options for the sizing of widgets so you can reduce these frames and better position this information on your screen
- More customisation of information within a widget like being able to remove visuals
- Improving the experience of moving widgets when editing the homepage to make it more obvious when dragging and dropping them to different positions on the page
We’ve also roadmapped further changes for later this year, once everyone is on the new experience. I’ll share more updates as we progress.
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Panagiotis Lysikatos
supported this idea
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426 votes
Hi everyone, we thoroughly appreciate the feedback we've been receiving about the sizing of widgets and desire for more flexibility with these.
Our product teams are currently working on updates to allow resizing of more of the widgets on the Homepage.
There are considerations that weigh into what's possible' like what information sits within each widget.
The resizing will work in the same way as what has been provided with the Cash in and out, and Chart of accounts watch list widget.
I'll be sure to keep you updated here as new widget sizes are rolled out. Thanks
Panagiotis Lysikatos
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157 votes
Hi everyone, we appreciate and want to thank everyone for feedback on the responsiveness of the new Homepage. This has been shared back with our product teams as they continue to develop this experience.
At this stage, there are no plans to fix the number of columns when using the Homepage. However, our team will continue to monitor usage on this closely.
One recent change we’ve introduced is that the Homepage layout can be saved at each screen size.
For example, if you set up and save the Homepage layout for your laptop and then move to a larger monitor you’ll see this adapt. However, if you ‘edit’ the Homepage and save the layout separately from your monitor Xero will remember the layout for each screen size. You should only need to do this once for each screen you use.
We’re looking at enhancing the edit layout experience soon to…
Panagiotis Lysikatos
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409 votes
Hi team, we appreciate the on-going support and feedback we're receiving on this idea and pleased to be able to share this update. Our product team are actively exploring how we can best solve for the needs raised here, although at this time are unable to provide any set timeframes.
They are very much aware of the appetite from our community on this, and as part of their exploration have reached out some users here as they gather insights.
For the time being we'll shift to In discovery and I'll return as soon as there is more on this to share.
Panagiotis Lysikatos
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74 votesPanagiotis Lysikatos
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91 votesPanagiotis Lysikatos
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819 votes
Hi community, thanks again for all the support and very honest feedback you’ve shared on this idea over the years.
We appreciate the manual steps to apply credits are time consuming, especially if you’re managing large volumes of these on a regular basis.
We'd like to share that we've now developed functionality that allows Xero to suggest relevant unpaid credit notes as matches when you’re reconciling. We’ll be releasing this feature slowly to all users over the coming weeks.
You’ll also be able to find and select Credit notes using Find & Match - Just make sure you tick "Show Received Items" (for spent statement lines) or "Show Spent Items" (for received statement lines) so the credit note appears in the list.
When you select a Credit note to Reconcile, Xero will create a cash refund against the credit note (rather than allocating the credit to a specific invoice automatically),…
Panagiotis Lysikatos
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16 votesPanagiotis Lysikatos
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45 votesPanagiotis Lysikatos
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26 votes
Thanks for raising and supporting the idea here, community. Being open this isn't something we're looking to develop into Quotes for the time being. However, if needed you could have two branding themes, with a different Quote template: one for the quote itself, and one for a packing slip.
You could then edit the quote, and switch the branding theme to the one you want to send out.
Panagiotis Lysikatos
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48 votesPanagiotis Lysikatos
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40 votesPanagiotis Lysikatos
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26 votesPanagiotis Lysikatos
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30 votesPanagiotis Lysikatos
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38 votesPanagiotis Lysikatos
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46 votes
HI team, while it's not possible to include links to all outstanding invoices when sending a statement I did want to make sure you're aware of the option to include a link to Outstanding bills when emailing an invoice to customer.
From this link your customer will be able to see a total and the individual invoices they have outstanding to pay with you - more on this here
Panagiotis Lysikatos
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48 votesPanagiotis Lysikatos
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55 votes
Hi team, we're developing more ways to pay with Stripe!
Soon you'll have the option to offer Afterpay as a payment method to your customers which we know is important to all of you who've voted on this idea.
I'll round back to confirm when it's live and more detail of how to do this. 🙂
Panagiotis Lysikatos
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50 votesPanagiotis Lysikatos
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49 votes
Hi community, there isn't currently the ability to select and choose which invoices you'd like to bundle and send together. However, we recently released the ability to include an online statement link when sending Outstanding statements to your customer which may solve for some of the needs here.
If you've set up Stripe as a payment service the customer can select and choose which invoices to pay from the online statement - Find out more in Xero Central.
Panagiotis Lysikatos
supported this idea
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I have to say, Xero has really outdone itself with another “improvement” in such a short time — this time on the new homepage. Gone are the days of boring, functional dashboards where you could actually see all your bank accounts in one simple vertical list. Now, thanks to the generous use of whitespace and sprawling widgets, I get to play hide-and-seek with my own bank balances every day — nothing screams productivity like scrolling for three minutes just to find what used to fit on one screen.
The Bank Accounts widget is particularly impressive. It refuses to be constrained to a single column, spreading itself across the page in a bold statement of design freedom. It’s almost as if Xero thought, “Why make bank accounts easy to scan when we can make users feel like explorers in a vast landscape of empty space?”
And the customisation! What a joy. You can rearrange widgets — as long as you do it exactly the way Xero wants you to. Truly “fully customisable,” in the sense that freedom exists within very tight boundaries. Want your homepage to work like the old dashboard? Ha. Good luck. Why would anyone even think of such a thing?
And the charts! My goodness, the charts. So large, so colourful, so… utterly unnecessary for anyone who spends their day reconciling transactions. But hey, at least the homepage now looks like a modern art gallery — nothing says “efficient accounting workflow” like a giant profit graph you have to scroll past to reconcile a bank account.
I eagerly await the next “improvement.” Who it will help remains a mystery. But one thing is certain: every change is clearly designed, implemented, and fully tested to make things work so much better. For someone. Somewhere. Possibly.
In short: if you enjoy hide-and-seek, scrolling marathons, widgets that pretend to be customisable but aren’t, and admiring charts instead of doing your job, this homepage is for you. For the rest of us mere mortals, it’s a brave new world of unnecessary changes for the sake of unnecessary changes.