Settings and activity
4 results found
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71 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…
An error occurred while saving the comment 
Donough Benson
supported this idea
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675 votes
Hi team, discovery went well and has provided good insights to our product team. Things have now moved along and I can share that we're working on a solution that'll enable you to schedule when an invoice is sent, and the ability to cancel a scheduled send if needed. 🙂
In early stages right now, but I'll share more news as this progresses. Thanks!
Donough Benson
supported this idea
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8 votes
An error occurred while saving the comment Donough Benson
commented
Custome Widget for PAYG & BAS Linked to nominated Bank Account
As a small business owner we set aside PAYG and BAS weekly. it would be incredibly useful to have a custom dashboard widget linked to a nominated bank account.
This widget would:
• Display the total PAYG and BAS currently owing (pulled directly from Xero’s BAS/PAYG data).
• Show the current balance in our dedicated BAS holding account.
• Highlight the difference between the two amounts so we can see at a glance whether we are ahead or behind in setting aside tax funds.This would save time, improve cash flow visibility, and remove the need to manually compare reports with bank balances each week.
Donough Benson
supported this idea
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31 votes
Hi team, we appreciate the interest in being able to add a planned date when entering a bill in Xero. While this isn't in our immediate plans our team are aware and keeping a close eye of the support for this idea.
While this isn't currently possible when manually entering bills I wanted to highlight our new Quick view and edit feature - If you upload or email bills to create drafts in your organisation you'll find you can use the quick view option to easily add a planned date.
If you don't have the edit option in your bills just yet, this feature is in the process of rolling out and should be with all customers soon. 😊
An error occurred while saving the comment Donough Benson
commented
Next to ‘Date’ and ‘Due Date’ on the New Bill/Edit Bill page, it would be a massive time saver to also have a ‘Planned Date’ field. This would match the layout on the “Awaiting Payment” page.
Right now, after entering a bill you have to jump out, find it in the list, then enter the Planned Date. It would be a lot cleaner and more efficient if you could enter the Planned Date directly after the Due Date when creating or editing the bill.
Donough Benson
supported this idea
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Movable homepage widgets reduce usability and layout consistency
The current behaviour of movable and responsive homepage widgets makes the interface harder to use rather than easier. When the screen size changes (for example, switching to split screen) widgets move into different positions. The same happens when logging in on a different laptop or monitor.
This behaviour is particularly problematic when working with multiple bank accounts. Trying to keep four or five bank account widgets aligned on the left-hand side is not reliable, as their positions change depending on screen size or device.
As a result, the homepage cannot act as a consistent starting point or reference for work in Xero. The way widgets currently move is frustrating and disrupts routine workflows.
Widget layouts should remain fixed regardless of screen size or device, or users should be given an option to disable movable widgets entirely.
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