Settings and activity
42 results found
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2 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Anita | Botham's of Whitby
supported this idea
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3 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Anita | Botham's of Whitby
supported this idea
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3 votes
Thanks so much for taking the time to share how the moving graphs on the homepage feel for you – I’m really sorry they’re causing frustration and distraction.
We introduced the animations to help bring key information (like money in and out, or what’s owed and due) to life and make it easier to see changes at a glance when the page first loads, rather than having everything appear as a static block of numbers. The bars “rising” from the baseline are there to show the most up-to-date figures and make comparisons a bit clearer, not to get in the way of your work.
That said, we completely understand that movement on screen doesn’t work well for everyone, and it’s important you can focus on your tasks without visual noise. At the moment there isn’t a way to turn these homepage graphs off, or to disable the animation just for…
Anita | Botham's of Whitby
supported this idea
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2 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Anita | Botham's of Whitby
supported this idea
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3 votes
Thanks for sharing with us here. We're keeping a close eye no the support for ideas around the new homepage and will watch interest in this idea grow. I'll be sure to share if there are any plans made for this, here.
Anita | Botham's of Whitby
supported this idea
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2 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Anita | Botham's of Whitby
supported this idea
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3 votes
Appreciate users may read this message differently, Nicola. We're listening to feedback about the new Homepage closely so we'll begin to get a gauge of others that find this confusing here.
Anita | Botham's of Whitby
supported this idea
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48 votes
Appreciate the feedback and hearing what information would be most useful for you on the new Xero Partner Hub homepage.
This is something our product team have eyes on for the longer term but there are a few other pieces of work lined up first.
For now we'll continue to track interest of this here and I'll share as soon as there are any updates.
Anita | Botham's of Whitby
supported this idea
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131 votes
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!
Anita | Botham's of Whitby
supported this idea
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20 votes
Thanks for sharing your feedback.
To provide some clarity around the updating of widgets in the new homepage - Because some organisations manage very large amounts of data, we’ve updated how widgets load to support the speed and reliability of the experience.
To help the homepage load efficiently, some widgets in these organisations show data from the last 24 hours by default. These widgets are designed to automatically update with the latest figures from the last 24 hours when you log in. If you need to see the most up-to-date numbers in-between the 24-hourly automatic updates, simply click the refresh icon in the top right corner of the widget.
To confirm, this is only applied to organisations with higher data volumes to ensure Xero stays fast and performant for everyone. Thanks
An error occurred while saving the comment Anita | Botham's of Whitby
supported this idea
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An error occurred while saving the comment Anita | Botham's of Whitby
commented
I see there was a similar post that has been closed 'Homepage - Automatically update the Widgets' - however my post here is specifically about Bank Accounts.
I understand why the data widgets post may not be in the pipeline - but Bank Account data surely should be auto-updated, otherwise the new Dashboard is a backwards move compared to the old one?
Xero is all about the most up to date data at your fingertips, but now, I am seeing 'yesterdays' reconcile status (as in how many transactions left to reconcile as of yesterday) when I log in to the app today?! I don't want to have to click the circle-arrow button on 8 different bank accounts every time I access the Dashboard (which could be many times a day), just to see where my Accounts Teams currently are with our reconciliation. Live data was available previously?
** Update after another day's use - Even having to click the refresh button for every widget each time you go to the home page and need to see up to date data is annoying and time consuming. If auto-refresh isn't going to be possible for this new Homepage so some reason - could you at least add a 'Master Refresh' circle button at the Top, so that you only click one button and it refreshes ALL the widgets, bank accounts and items to reconcile on the whole page?? :-(
An error occurred while saving the comment Anita | Botham's of Whitby
commented
I have noticed now that the current status of bank accounts (name change, transactions to reconcile - being the major one) is not automatically updated upon page refresh. If a colleague has done reconciliations - they all still appear as outstanding on my home page.... So it looks like there is still work to do here - I was very confused, and then realised I had the press the circle with arrows button to make this data correct from a sync. This would get frustrating very quickly as we have many bank accounts and 3 of us able to reconcile - we didn't use to have to press a button on every account to see the current state of play! It used to just show most updated version when you went back to the home page or refreshed the page.
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192 votes
Thanks everyone, we appreciate the appetite in being able to view outstanding or a summary of unpaid invoices from the homepage.
Being closely engaged and feeding back with our product teams I can confirm your feedback's been taken onboard, however at this time there are no plans for developing a widget of this nature.
We will keep assessing the votes this idea continues to receive overtime and should there be an opportunity that this is picked up I will be happy to share an update with you all. Thanks
Anita | Botham's of Whitby
supported this idea
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182 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…
Anita | Botham's of Whitby
supported this idea
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29 votes
✨ Thanks so much for sharing your feedback on being able to blur or conceal sensitive bank information on the new Xero homepage.
Our community team have reviewed this idea and it’s now in Gaining support, which means it’s open for votes and comments from other customers who’d also benefit from more privacy controls on the homepage. ✨
While we’re still exploring additional options but there are a couple of protections already in place today:
- ✨ Access to banking information on the homepage is controlled by user roles and permissions, so only users with the right level of access can see sensitive banking data. This is the Invoice Only permissions.
- ✨ You can customise the homepage to show or hide bank accounts, so you’re not surfacing accounts you don’t want on your dashboard.
We’ll keep monitoring the interest and the use cases shared here as we look at how to…
Anita | Botham's of Whitby
supported this idea
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904 votes
Hi everyone, our product teams are continuously reviewing and reprioritising their roadmaps for future work and although we don’t have any plans to change the credit application process this year, this is something we will investigate more closely in 2026.
As we begin to explore work for enabling credit notes in the bill payments flow, we’ll reach out for input to help us shape the design and approach so we cater for the widest possible requirements. Thank you all, and we’ll be back to share when exploration starts.
An error occurred while saving the comment Anita | Botham's of Whitby
commented
@ John Lewis - Auto Bank Rec by JAX? I haven't heard of this - will look into it!
Yes without credit notes being able to be selected too to Contra during reconciliation, it becomes a manual process - find invoice, apply credit, back to bank rec, refresh, ah, now it reconciles..... :-|An error occurred while saving the comment Anita | Botham's of Whitby
commented
Yes, Paul Berry, we have moved to using Nook for our batch payments, as in Xero you couldn't bulk send a remittance to all the suppliers in the batch. Clicking each one was just silly. Nook has helped us a lot - but haven't tried it for adding credits yet.
Anita | Botham's of Whitby
supported this idea
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5 votes
Hi Anita, thanks for sharing your feedback about this feature, and how you'd like to see it restored.
Make sure you share this page with any colleagues that this could also benefit, so they can add their votes and comments to the discussion to support this!
Anita | Botham's of Whitby
shared this idea
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132 votes
Hi everyone, thanks for your feedback on automatic remittance sending.
We understand the efficiencies this could provide to your workflows and it's something our product team have reviewed and are interested in developing, however we do not have this work planned just yet. We’ll let you know here if there’s any more news about this in our future roadmap.
An error occurred while saving the comment Anita | Botham's of Whitby
commented
Just to let everyone know on this thread, in case it is helpful - because of this glaring omission in Xero, we moved to using Nook (now Modular AP) to do our payment runs - which syncs with Xero. It sends remittance automatically, gives suppliers access to see past payments made via a 'portal' accessed via the link in the email, and is 1 charge per month rather than per transaction, so saves us money. Its a bit like an online bank account, so we load it with the funds for the run, and then pay. We also use it for Payroll after doing the payslips in Xero, it syncs to Nook for payment. Cheers
An error occurred while saving the comment Anita | Botham's of Whitby
commented
Please could you look into this Xero? We are using the new paid payments feature in Xero - but remittances are not sent for us! We are sending about 20+ payments each time, and clicking an individual payment then multiple clicks to send a remittance one at a time is crazy....
Anita | Botham's of Whitby
supported this idea
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159 votes
Thanks team, we really appreciate the feedback we have received and how having more visibility of quotes within the new Homepage would be useful to customers.
With a close eye on all ideas in relation to our reimagined homepage experience we have a close eye on this idea and will share if there are any updates around this here.
An error occurred while saving the comment Anita | Botham's of Whitby
commented
It would be so handy to have a small section on the dashboard that just highlighted Quotes (QTY of) and the qyt of quotes in each status. For example, being able to see at first glance how many are in Draft, Sent, Declined, Accepted, Invoiced.
Presently, you have to 'go looking' to see these, where other areas of the business are shown on the dashboard to get a general overview of work.Anita | Botham's of Whitby
supported this idea
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65 votes
Hi community, thanks for sharing your thoughts on being able to send remittance advice in bulk from the Account Transactions screen. We appreciate you explaining how this could help simplify payment workflows.
We’ve reviewed this idea and agree it’s a valuable one. It’s not something on the current roadmap right now, but it’s an area the team would like to explore in the future.
In the meantime, we’d love to hear more about how this would help in your day-to-day work. The more examples and votes we have, the better we can understand what matters most when we start looking into it. Thanks again for all your input and continued feedback!
An error occurred while saving the comment Anita | Botham's of Whitby
commented
Hi all, because of this we started using Nook to make our batch payments, as it automatically sends a remittance for every payment and worked out for us cheaper that using the Xero batch payment that was 24p each one and didn't send auto-remittances. It syncs with Xero so we pay our supplier pay runs and payroll on there with a couple of clicks. Hope this might help you!
An error occurred while saving the comment Anita | Botham's of Whitby
commented
Please could you look into this Xero? We are using the new paid payments feature in Xero - but remittances are not sent for us! We are sending about 20+ payments each time, and clicking an individual payment then multiple clicks to send a remittance one at a time is crazy....
Anita | Botham's of Whitby
supported this idea
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16 votes
An error occurred while saving the comment Anita | Botham's of Whitby
commented
So my request is to have the contact group show on invoices AWAITING PAYMENT thanks
An error occurred while saving the comment Anita | Botham's of Whitby
commented
We send invoices from our bakery software, but as many of our customers also use Xero it would be much better to also have a contact group 'Uses Xero' so that I can filter invoices awaiting payment, the relevant dates, and send the Xero version of the invoices to customers.
Currently there is no way to do this.Anita | Botham's of Whitby
supported this idea
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4 votes
An error occurred while saving the comment Anita | Botham's of Whitby
commented
Yes - currently the Bill reference is used for single bill payment - but when paying multiple bills to one supplier (applying the toggle on the top left), this is removed and you have to free-type something in it's place? Why is this Xero? Please use the customer default reference for bulk payments!
Anita | Botham's of Whitby
supported this idea
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It is so bizarre and backwards!
I see you have commented on my post: 'Home page 'reconciles to do' now don't auto refresh?' Please vote on it too so these posts get traction :-)
Xero, why are you making us click all over the page home page just so we can see where we are right now?! I used to just refresh the page, now I risk getting an RSI..... :-(