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  1. 72 votes

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    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.

    Steve Wedd supported this idea  · 
  2. 79 votes

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    Hi team, we really appreciate hearing back about the new purchase order experience. Taking on board feedback this is one that our team have picked up on and are looking to make a change for. I'll keep you updated on the progress. Thanks!

    Steve Wedd supported this idea  · 
  3. 1 vote

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    0 comments  ·  New Homepage » Homepage  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

    Steve Wedd shared this idea  · 
  4. 72 votes

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    Thanks for letting us know changes that could improve your experience with the new homepage. It's great to have your feedback on Product ideas here.

    We're keeping an eye on what our customers are sharing back here and if there are any updates to share we will let you know, here.

    Steve Wedd supported this idea  · 
  5. 58 votes

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    Thanks 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.

    Steve Wedd supported this idea  · 
  6. 47 votes

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    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.

    Steve Wedd supported this idea  · 
  7. 62 votes

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    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…

    Steve Wedd supported this idea  · 
  8. 109 votes

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    Hi there!


    Thanks for sharing such detailed feedback on the bank balance charts.


    I’ve categorized this as Gaining Support. While we don't roll back to previous versions of the homepage, I’ve refined your idea to focus on making the balance charts configurable (1, 3, 6, or 12 months).


    This covers your need for historical data while allowing for future flexibility.


    Since our forum works best with one idea per post, I've focused on the chart visibility first. I’d recommend raising the "balance projection" as a separate suggestion so it can be voted on individually!

    Steve Wedd supported this idea  · 
  9. 287 votes

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    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!

    Steve Wedd supported this idea  · 
  10. 158 votes

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    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…

    Steve Wedd supported this idea  · 
  11. 384 votes

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    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 'Customise' 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. 🙂

    Steve Wedd supported this idea  · 
  12. 424 votes

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    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

    Steve Wedd supported this idea  · 
  13. 707 votes

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    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.

    Steve Wedd supported this idea  · 
  14. 1 vote

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    0 comments  ·  New Homepage » Homepage  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

    Steve Wedd shared this idea  · 
  15. 3 votes

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    Hi Kathryn, while not on the Account transactions tab, you can view the account for any transactions that have been reconciled through automated bank reconciliation if you click on the 'View all Reconciled' button above your statement lines on the Reconcile page. (I attached a screenshot for reference). Does this give enough of the information you need here?

    Steve Wedd supported this idea  · 
  16. 2 votes

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    Aaah, wait apologies I see you mean the reconciled page related to transactions that have been reconciled through auto bank rec.

    Good information to share back with the team, and we'll keep a close eye on the interest for this here. Thanks!

    Steve Wedd supported this idea  · 
  17. 8 votes

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    Thanks for sharing how we could improve auto bank rec for your workflows, Michelle. We'll start to gather others interest in this from your idea here. Our product team are keeping a close pulse on the feedback in this forum and I'll be sure to let you know if there are any updates.

    Steve Wedd supported this idea  · 
  18. 8 votes

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    Appreciate your feedback and sharing with us on how we could improve automatic reconciliation for your use.

    We're keeping a close eye on the ideas for this here and I'll be sure to share any updates with you here .

    Steve Wedd supported this idea  · 
  19. 17 votes

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    Thanks for the feedback around adding the description or reference form the statement line when auto reconciling with JAX. We really appreciate the feedback as it is invaluable to our Product team. We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Steve Wedd supported this idea  · 
  20. 17 votes

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    Appreciate your feedback, Bryony. Our product teams have a close eye on the feedback coming through for automated bank rec being in beta atm.

    We'll keep a watchful eye on the interest of this here and I'll share if there are any updates 🙂

    Steve Wedd supported this idea  · 
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