Settings and activity
19 results found
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32 votes
Hi team, we appreciate your feedback here and I wanted to provide an update to confirm how this option currently works.
If you do not have any payment services set up in your organisation the option to toggle off 'Text links' will be available.
As soon as a payment service has been partially set up in your organisation this removes this option, regardless of whether that payment service is applied to that particular branding.
We don't have any plans for changing the behaviour of this at present but will continue to gather and consider interest through this idea. Thanks
Karen Hughes
supported this idea
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71 votes
Thank you everyone, for sharing your feedback on the new invoice template editor.
While we hear your concerns, we don’t accept ideas asking us to remove a new feature or restore an old experience. That said we want to hear your feedback on how we can improve the new experience.
In relation to feedback on the invoice title - We've recently released an update in the Advanced section of the editor where you have multiple options for the Invoice title, a couple of preselections or the ability to set your own custom title.
I've linked some ideas started around changes users would like to see below, and encourage you to add your vote where of interest to you. This'll be highly valuable to the team and we'll be able to keep you updated on related changes
Karen Hughes
supported this idea
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23 votes
Hi team, we've created this idea from recent feedback we heard about the new invoice editor.
Our product team are paying close attention to feedback to consider for future iterations, so we'll make sure to update if there's any news.
An error occurred while saving the comment Karen Hughes
supported this idea
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31 votes
Hi everyone, this idea has been created based on recent feedback received on the new invoice editor. Our product team are keen to get a wider understanding of overall interest so please add your vote if this would be useful for your business.
We'll share if there are any updates.
Karen Hughes
supported this idea
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Homepage - Ability to control what messages and adverts appear
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Xero%20homepage.docx 64 KB -
Auto%20Reconcile%202.png 7 KB -
Set%20Up%20Payments%20-%20every.%20single.%20invoice..png 76 KB -
Auto%20Reconcile%201.png 5 KB -
Syft.png 7 KB -
Chasing%20Payment%201.png 4 KB -
Case%20-%20Dashboard%20Banner%20%E2%80%93%20Xero%20Central.pdf 133 KB -
Screenshot%202025-09-02%20at%2011.40.45.jpg 153 KB
77 votesThanks 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.
Karen Hughes
supported this idea
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60 votes
Hi everyone, it makes a lot of sense to want a cleaner way to organise dashboard widgets. When related items like bank accounts or invoice summaries are grouped together, it’s easier to find what you need without much scrolling..
For now, you can use the Edit dashboard button at the bottom of the page to reorder widgets—move your most-used ones to the top and hide the rest.
This idea is now Gaining Support, so we can see how many others would like more control over dashboard layout. We’d love to hear how you’d group your widgets—keep the votes and comments coming!
Karen Hughes
supported this idea
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73 votes
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.
Karen Hughes
supported this idea
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796 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.
An error occurred while saving the comment Karen Hughes
commented
"See your business performance at a glance and take action faster, with a more intuitive, insight-rich Xero homepage. "
"70% of customers say the new Xero homepage makes it easier to stay on top of their business.*"
Xero's promo says it all - these changes are driven by CEO's, Accountants, etc who don't do the daily transactions. AND what a small survey - 1191 respondents globally. That's how you fudge the information aye! Sounds more like a bunch of mates being offered a free beer to cheer!
THESE CHANGES ARE USELESS TO THE PEOPLE THAT DO THE DAY-TO-DAY TRANSACTIONS!!
We are not interested in pretty graphs - we want efficient user-friendly software that produces the information, and actually runs the business day to day.
An error occurred while saving the comment Karen Hughes
commented
Thanks to the inability of Xero to understand or respect their client's needs, my inbox is full of comments/ideas/suggestions/complaints and I'm having to unfollow all things related to the homepage.
When will Xero ever start to understand their client base?Kelly Munro, we are fed up with your patronising.
An error occurred while saving the comment Karen Hughes
commented
Xero as an organisation really still doesn't understand their customer base! More changes that are poorly planned, created by non-users of the product it seems. Ugly, cluttered, and hinders work flow rather than improving it. Just look at all the comments - and we all know that many don't bother to complain, so the real number of unhappy customers is rather significant.
Karen Hughes
supported this idea
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An error occurred while saving the comment Karen Hughes
commented
I agree with Kamahl Fox on this - far too noisy and not at all useful for a small business with low transactional volume. Also completely inappropriate for the many employees who are only using Xero for one or two specific roles. For example,someone who simply processes invoicing (those that haven't changed vocations since that changed) and bank reconciliations is going to be totally overwhelmed with the barrage of irrelevant boxes full of text and diagrams.
It seems that the concepts for these 'upgrades' are coming from people who don't actually use the software in a day-to-day functional manner. More likely the ideas come from accountants or financial planners who are only interested in the overview of historical transactions.
Feels like an attempt to justify the inflated price structure and make things look like we're getting more than we actually are.
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406 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. 🙂
An error occurred while saving the comment Karen Hughes
commented
Thanks to the inability of Xero to understand or respect their client's needs, my inbox is full of comments/ideas/suggestions/complaints and I'm having to unfollow all things related to the homepage.
When will Xero ever start to understand their client base?Karen Hughes
supported this idea
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136 votes
Hey community, thanks for your detailed feedback on combining expenses into a single claim.
We recognise the value in creating a more streamlined process for submitting and approving multiple expenses, especially for events like business travel.
Our product team are currently reviewing this functionality and are in an initial discovery phase, but it isn’t set in their product roadmap yet. We’ve moved the status to In Discovery to reflect this.
We’re continuing to monitor feedback on this idea and will keep you updated.
Karen Hughes
supported this idea
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An error occurred while saving the comment Karen Hughes
commented
Totally agree! It's a mess to look at with dozens of lines (not exaggerating) of expense claims. The whole process halts everyone's work flow. We were happy with the 'classic' expenses - it worked well and was easy to use.
I was advised by Xero Support to provide company credit cards to all of our employees! No. Not suitable. Another example of Xero deciding to tell us how to change how we run our business to suit their software.
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10 votes
It's interesting to hear how our different customers find the navigation most useful for their needs. Thanks for sharing, Laszlo.
We have a close eye on all the feedback we're receiving on this new experience here in the forums and we'll get a good sens of the interest from others that'd prefer this view from your idea here.
We will share if there are any updates.
Karen Hughes
supported this idea
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18 votes
Thanks for sharing your feedback on the new navigation experience, Hilary.It's great to hear our customers are familiarising themselves with the new layout.
We've reviewed your idea and now it's up to the community to get behind and support it. Our product team are paying close attention to the ideas and feedback we are receiving on this, and we'll continue to track the interest closely.
Karen Hughes
supported this idea
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179 votes
Hi everyone, thanks for your engagement and sharing how we can further improve the new navigation experience for you here.
Our product team are paying close attention to your feedback on the drop down options, and we're continuing to monitor the interest this idea receives.
We'll let you know if there are any updates, here.
Karen Hughes
supported this idea
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123 votes
Thanks for your idea, Simone. Gosh that is a lot of bank accounts I can see why a search would help. No immediate changes planned for this but I'll share your feedback with our product team and we'll get a sense of others that'd find this useful from your idea, here. 🙂
Karen Hughes
supported this idea
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483 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
An error occurred while saving the comment Karen Hughes
commented
More condescending BS from Kelly Munro. Not helpful. Not listening. Accounts @ EFX - Your comments are spot on.
An error occurred while saving the comment Karen Hughes
commented
Oh great, another work-around!!
An error occurred while saving the comment Karen Hughes
commented
Autosave is ridiculously slow. Other cloud based applications are far superior - perhaps Xero could reach out and find out how to do it properly.
Karen Hughes
supported this idea
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100 votes
Hi team, thanks for sharing detail of the value in this idea in the ways you invoice.
We've just released a new line item grid in invoicing which includes the ability to manually add blank rows and shift these to where you're like them placed in your invoice.
That said, I want to be transparent in how this works - When you save your invoice any blank lines will be removed. So, if you'd like blank lines to help break your invoice into sections, you'll need to enter a character in the Description field of the blank line. Even a full stop '.' or dash '-' would suffice.
An error occurred while saving the comment Karen Hughes
commented
I'm astonished (but I shouldn't be) that Kelly Munro had no idea of 'the value in this idea in the ways you invoice' This is the reason Xero invoicing is such a mess - THEY HAVE NO IDEA HOW THE PRODUCT IS USED!
Karen Hughes
supported this idea
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112 votes
Hi everyone, we appreciate the interest his idea has received. Introducing the ability to add a discount amount was highly requested by our community. We recognise for customers that discount by % this means you'll need to enter a % symbol where y ou wouldn't have done so before.
With quite a few items drawing our teams attention at present we want to be upfront that developing a default option for discounts isn't in the pipeline atm. This is something we'll keep reviewing and consider as a future improvement in this space. If there is any change or progress around this I'll let you know on the idea, here.
Karen Hughes
supported this idea
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An error occurred while saving the comment Karen Hughes
commented
@KellyMunro THIS NEEDS TO BE IN YOUR PIPELINE!
The fact that if you edit the line in any way after entering discount as a %, it defaults back to $ is a disaster! A costly one if your user doesn't realise.
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37 votes
Hi everyone, thanks for continuing to engage and share interest for this idea. We appreciate how setting defaults can improve the efficiency of your processes.
Being open this isn't something we have direct plans of implementing in the near term but have a close eye on the idea and will share if there is any news.
An error occurred while saving the comment Karen Hughes
commented
Why does the Statement Branding not use the customer default branding theme? It makes no sense for the invoice to default to the correct theme (eg for a specific currency) and then you have to choose the theme every time you send a statement.
Karen Hughes
supported this idea
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33 votes
An error occurred while saving the comment Karen Hughes
commented
This is costing us money!!!!! If you forget to add the % , the price is wrong. We look stupid when the client raises the issue (unless they are unfortunate enough to be using Xero, in which case they totally understand); We lose money when the rate is wrong.
SORT IT OUT PLEASE - THIS NEW INVOICING IS SOOOOO FULL OF BUGS.
Karen Hughes
supported this idea
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Is this a joke?? How about you correct the massive problem with foreign currency invoices? We are currently unable to send invoices to our international clients - Tax Invoice is only a thing in New Zealand; Our FC invoices are printed with NZD. Is this a case of a product not being fit for purpose?
And please don't come back with the condescending reference to Advanced Invoice Templates using Word! That is a mess of another proportion. Even in the 1980's Mailmerge was better than this. The help from Xero is hard to find - and missing huge chunks of information. I have spent hours on this and still don't have a presentable template.
Your product team needs to be paying close attention to significant issues before they launch with a 'new and improved' botch.