Settings and activity
10 results found
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41 votes
Thanks for everyone's feedback on your experience with auto bank rec, here. The aim of this feature is to improve and build more efficiency in your reconciling your bank account, however we understand and appreciate feedback here on where users would prefer to more control and options, as well as the option to dismiss the banner.
Right now, as some in the thread have noted auto reconcile can be turned off for each of your bank accounts at any time. From the main Bank Reconciliation screen, click on the ‘Auto-reconcile’ settings button to manage your settings.
We're currently looking into more controls and settings for auto reconcile that may better suit needs shared in this thread, I'll round back to share more on this as it develops.
Jenny Gigacz
supported this idea
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63 votes
Hi everyone, appreciate the tractions on this idea.
It's clear that having key tax and compliance dates visible on the dashboard would make it much easier to plan ahead and ensure due dates are met. When those deadlines live outside of Xero, it can mean extra admin and more mental load than necessary.
I’ve moved this to Gaining Support so we can capture interest and share with the product team how valuable this added visibility would be.
Jenny Gigacz
supported this idea
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488 votes
Hi community, we'd like to share an update as we've released new size options for a few more widgets. In addition to the Chart of accounts watchlist and Cash in and out you now have the option to Resize the following widgets;
- Tasks
- Net profit or loss
- Bills to pay
- Invoices owed to you
Along with this release, once the Homepage is saved and when the Small option is selected for either Bills to pay, or Invoices owed to you widgets, there'll be the option to toggle the chart on or off from the Homepage.
We'll be extending Resize out to more widgets soon, so I'll continue to keep you updated here.
Jenny Gigacz
supported this idea
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792 votes
Hi everyone, thanks for your continued feedback and we appreciate you sharing your sentiment here. We’re continuing to evolve the Homepage experience to better meet more of our customers’ needs, and your input is a big part of shaping those improvements.
One of the strongest themes in the feedback has been widget sizing. We’ve now released resize options for the Tasks, Invoices owed to you, Bills to pay, and Net profit and loss widgets, in addition to the Chart of accounts watchlist and Cash in and out widgets.
For the small size Invoices owed to you and Bills to pay widgets, once you’ve saved your Homepage, you’ll also see an option to toggle the chart on or off if you’d prefer to focus just on the figures.
There’s more updates in the works, and I’ll keep sharing further updates with you here.
Jenny Gigacz
supported this idea
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404 votes
Hi everyone, we appreciate the attention this idea has been getting. It's really good to hear how we can continue to improve the Homepage for our differing customers needs. We understand not all the widgets maybe useful to every user, and the 'Edit homepage' button will let you add or remove widgets to reduce what you see on the Homepage.
Taking on board feedback we're looking at the sizing of widgets and you'll find the 'Chart of Accounts' and 'Cash in and out' widgets are now smaller by default with an option to 'Make larger' - You can follow further updates for this on the idea here.
We have plans to dig deeper into possible 'view' options (like the different levels of views being asked here) in the new year and I'll share further updates here when this gets picked up. 🙂
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15 votes
Thanks 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.
Jenny Gigacz
shared this idea
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480 votes
Hi community, as mentioned in my last post we want to keep you looped in on changes around autosave.
Our product team has continued to focus attention on how we can make invoicing faster and more responsive to improve our customers' experience.
We've now optimised autosave to require less processing power, leading to faster invoice loading and saving.
While we don't have any plans to remove autosave, there is the possibility that we would make updates to improve experiences related to autosave in the future - I've provided links below to ideas that have been raised and remain open for consideration;
- Invoicing - Undo/revert to previous version of an invoice
- Exclude Auto Save from History and Notes
- Invoices - Add invoice number when invoice is Approved
Thanks again for all your feedback and sharing with us in the forums here.
Updated 10 Sept 25
Jenny Gigacz
supported this idea
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444 votes
Hi team, thank you for your thorough feedback in this idea. We appreciate there are different preferences our users have when approving invoices in Xero and just to re-highlight - there are now keyboard shortcuts available for most action buttons in invoicing to help navigate and quickly select the option you prefer rather than the drop down selection.
Though we understand it is not the news you're hoping here we want to be transparent that there are no plans at this stage to add the ability to set your own default for the Approve button in invoicing.
We will continue to track the support this idea keeps building and be sure to let you know if there is any change to the status of this idea, here.
Jenny Gigacz
supported this idea
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355 votes
Hi everyone, we appreciate the continued trend in support through this idea, and feedback to my last update. We recognise how valuable it is to have clear visibility of your customer payment performance, so you can quickly review payment dates and days late across customers without needing to check each contact individually.
We want to share that we’re currently working on reports to give businesses better visibility of payment performance, with our initial focus on the supplier side through a new 'Supplier days to pay detail' report showing historical payment behaviour across suppliers.
Once that’s rolled out, we’ll begin work on additional reports for the Sales side with customer payment performance.
I’ll return to share as work on customer reporting is picked up and progresses. Thanks
Jenny Gigacz
supported this idea
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279 votes
Hi community, we understand there are differing needs in this idea for why you’d like a separate posting date alongside the invoice or bill date. Whether it’s for reporting, compliance, or just a more accurate view of when things happened.
While this has been carefully considered, we want to be transparent with everyone here, that this is not something we have plans for developing in the near term.
We know given the interest in this that this is not the update you’re hoping for, and please know that we’ll continue to track votes this idea receives for future consideration. We’ll keep you posted if things change down the line.
Idea is ok, but not the execution. Fonts are too large generally, graphs too large - can we have option to remove the graphs? The accounts watchlist scrolls unless I expand it - then it is way to big. Can't it go back to the way it was? The whole design is rather clunky. The bank bals next to each other in huge font does not work - the old display was much better. Agree with others comments.