Settings and activity
182 results found
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335 votes
Thanks for your feedback on the new homepage here. We appreciate what works well and not so well for our customers with the new experience. Our product team have been taking this all onboard as they continue to plan their roadmaps. Since initially released in beta, they've made some changes to the 'Cash in and out' and 'Chart of accounts' widgets so when customising your view you'll now have the options to 'Make larger' or 'Make smaller'.
Right now, they're also considering sizing of other widgets and your contributions in this idea are super useful to their exploration of this. I'll be sure to share any further updates of the sizing of widgets with you all here.
An error occurred while saving the comment An error occurred while saving the comment 
Fiona Davidson
commented
OK am I reading this right? What Kelly has written is that they have made two (2) only two of the many widgets the ability to resize?!
OMG..... What?!?!?!?
Fiona Davidson
supported this idea
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19 votes
Hey everyone, thanks for the additional feedback and support in this idea. Our product team appreciate hearing how the new Purchase orders experience is being received.
Taking on board feedback they are digging into this request deeper to reconsider the placement of some actions.
I will be sure to let you know of further progress around this here.
An error occurred while saving the comment Fiona Davidson
commented
Hi @ Andrew J - Yep, I needed to vent. I have decided that I need to move on from Xero, unfortunately they hold my files and attachments ******* as I cant bulk export nearly 11 years worth of data.
An error occurred while saving the comment Fiona Davidson
commented
I hate that I have to move my cursor to the bottom and other side of the screen to find something that used to be at the top
Fiona Davidson
shared this idea
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557 votes
Hi team, we thoroughly appreciate all the feedback we’ve received from customers about the new homepage experience. We hear you and are committed to providing more customisation options, which’ll help with some of the pain points raised in this idea.
Currently we’re exploring the ability to resize widgets and simplify widgets and allow you to remove charts, and as you'll see from my recent update on another idea we have plans for exploring 'views' in the coming months.
It’s worth noting that currently you can "Customise" the homepage to remove widgets that you don’t want to see and simplify your view.
We’d also like to acknowledge feedback here on the red colouring - To provide some insight this was intentional, and is used to highlight what needs attention, which actually came from our early feedback and testing. However, we appreciate hearing from more users on this and will continue to…
An error occurred while saving the comment Fiona Davidson
commented
@ Chris Curlett - Thanks for the info on Infusion am checking it out now - Will post back here on my findings if anyone else is interested.
An error occurred while saving the comment Fiona Davidson
commented
@ Dusteen Barber - Leave now before you get too deep, you cant bulk export any attachments or detailed data. We are almost 11 years in and currently being held ******* by our data.
An error occurred while saving the comment Fiona Davidson
commented
@Andrew G - I found this a really interesting read, thank you. Its nice to note that investment managers are seeing our pains as clearly Xero is not.
An error occurred while saving the comment Fiona Davidson
commented
Yeah all support do is gaslight you. But then so do management. Apparently we are all the problem.
On top of that, they close ideas here as well as support whether they are addressed or not. I have had to keep lodging complaints about it but I keep getting told no, they wont do it. Doesn't matter if it is still a problem, closing ideas on the product ideas portal leads other users to think that everything is fine when its not, so yeah, multi level gaslighting.
An error occurred while saving the comment Fiona Davidson
commented
*70% of customers say the new Xero homepage makes it easier to stay on top of their business.*
Is it just me or was this the same % for customers who liked new invoicing?
It feels like the marketing team are pulling numbers out of thin air.
I would like to see the statistics of the range of people asked too:
- In which country are they located
- Their role within the business
owner, accountant, bookkeeper, manager, accounts AR/AP, admin etc
- Permission level in Xero - what tasks they are solely or jointly responsible for
- How many days a week to they use Xero
- How many hours a day they use Xero
- Have they previously participated in Xero feedback sessions
- Is their Xero file integrated with other programs
point of sale, CRM, inventory, marketing, payroll, AI, reporting etc
- What % of users, not subscribers, who use Xero at least once a week actively use the product ideas portal?To name a few.....
An error occurred while saving the comment Fiona Davidson
commented
It doesn't matter how loud we are or if we are rude or polite, whether our feedback is concise and constructive or a broad its awful change it back. Even participating in feedback sessions for proposed changes does nothing (I told them we needed to be able to choose how many columns we wanted on the dashboard)
Xero has already proven, with the joke that is "new invoicing", they will plough on ahead with their agenda, customers be damned, they can always trap more with enticing sign up discounts.
Fiona Davidson
supported this idea
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An error occurred while saving the comment Fiona Davidson
commented
I like that this is scalable but the thing is that 4 columns wide is too much for me and this isn't supportive for my workflow. In addition to that I cant move the features where I want them, it automatically moves them along so I cant get them in the order I need, its worse than trying to sort and move apps on a phone, but more infuriating....
Whats worse, I cant make this work for me and to add to it you will force this on to us like new invoicing.
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3 votes
Thanks for sharing images, Fiona.
Taking a look into your communications with our support team it does appear there was a bit of confusion and oversight by our team when you first got in touch. We apologise for this and I'd like to provide some clarification around the idea you've raised here.
What is currently possible within the Xero Accounting app does differ between Sales and Purchases.
While it's possible to view Sales credit notes that are awaiting approval, this hasn't yet been built into the Purchases side. To approve a Supplier credit note, you'll currently need to log into the web version of Xero.
We're working to develop the Xero Accounting app to add more functionality with growing needs from our customers in what they need to do on the go. We'll start to get a sense of interest from the community in this here, and I'll update if…
An error occurred while saving the comment Fiona Davidson
commented
I also got a cut and paste reply for the "Support Staff" the exact same thing.
I don't think Kelly is a real person, I think its just the name a whole lot of other staff cut and paste replies under
An error occurred while saving the comment Fiona Davidson
commented
You just tole me what I already know, I clearly provided this information in my post. No response would have been better than this response Kelly. Shame.
The functionality of the App has deteriorated since the "new" mess has been introduced to xero. I have explained this many times. I have also explained to the team how other items that used to work great also stopped functioning, but I have been told the development teams are too busy breaking more things in the background so they don't have time to fix anything they already broke.
Fiona Davidson
shared this idea
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5 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 🙂
Fiona Davidson
supported this idea
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733 votes
Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.
Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.
While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.
Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on.
We do regularly review all ideas here, and your input is vital. We'll…
An error occurred while saving the comment Fiona Davidson
commented
Id like to know how I can see the top 75 ideas on the product ideas portal?
I don't think it would match the 75 items they have "delivered"Fiona Davidson
supported this idea
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59 votes
Thanks for your open feedback and sharing how we can improve these forums for you! It's crucial to us understanding how we can get better at communicating about product developments.
We wanted to give you an update on how we’re managing Xero Product Ideas, and our updates - In July last year we made a few changes that included new public statuses for ideas, and providing our customers more guidance on how to create a good idea.
We also now have our site "The Long and Short of It" which aims to keep users in the know of recent and upcoming changes, with filters to zone into updates that are most useful to you.
We're in a continuous process of interacting with product teams and updating ideas to provide more transparency of where we do and don't have development planned.
Our aim is to give a clearer…
An error occurred while saving the comment Fiona Davidson
commented
" Internally Product Ideas is getting more attention than ever from our product teams and leadership. "
Kelly, attention vs action - this is the same as functionality vs efficiency. Xero falls too far short. Don't just say you understand, you're listening, you hear us, the mean is looking at it.
If any of these statements were factual then how did we get to the pile of inefficiency that Xero is today?These are diversion statements - also considered gaslighting.
- We understand your viewpoint
- We are continuing to monitor feedback
- will look at making improvements based on this feedbackSharing this post here too...
*70% of customers say the new Xero homepage makes it easier to stay on top of their business.*
Is it just me or was this the same % for customers who liked new invoicing?
It feels like the marketing team are pulling numbers out of thin air.
I would like to see the statistics of the range of people asked too:
- In which country are they located
- Their role within the business
owner, accountant, bookkeeper, manager, accounts AR/AP, admin etc
- Permission level in Xero - what tasks they are solely or jointly responsible for
- How many days a week to they use Xero
- How many hours a day they use Xero
- Have they previously participated in Xero feedback sessions
- Is their Xero file integrated with other programs
point of sale, CRM, inventory, marketing, payroll, AI, reporting etc
- What % of users, not subscribers, who use Xero at least once a week actively use the product ideas portal?To name a few.....
An error occurred while saving the comment Fiona Davidson
commented
@ Anthony Kear - Agree.
But they do that for all the new users who never knew it existed before.Fiona Davidson
supported this idea
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59 votes
Hi! Thanks for sharing your idea about how putting borders around the widgets would improve the look of the homepage for you.
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 votes and comments about how they'd like to see this too!
Fiona Davidson
supported this idea
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14 votes
Hi Debbie, thanks for sharing this idea! Giving a Subscriber control over the team’s homepage layout would be really useful—helping everyone focus on the right tasks while keeping sensitive information private.
Right now, each user customises their own dashboard, so it can be tricky for admins to know exactly what’s visible. For now, User Roles can limit access to certain data, or you can share a simple SOP with a screenshot of your preferred layout for staff to match.
I’ve moved this to Gaining Support so we can see how many in the community would find this helpful. Your feedback really helps guide what we look at next.
Fiona Davidson
supported this idea
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20 votes
Appreciate your feedback here, Fred. We don't have immediate plans around changing of the balance fonts but we'll gauge a sense of this from others in community here. I'll share if there are any updates.
Fiona Davidson
supported this idea
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32 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!
Fiona Davidson
supported this idea
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64 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!
Fiona Davidson
supported this idea
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4 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 🙂
Fiona Davidson
supported this idea
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5 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 🙂
Fiona Davidson
supported this idea
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38 votes
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.
An error occurred while saving the comment Fiona Davidson
commented
Yet another advertisement pop up today....
An error occurred while saving the comment Fiona Davidson
commented
Auto reconcile tour is appearing once a day when I first go to reconcile screen.
An error occurred while saving the comment Fiona Davidson
commented
Pop-Ups, Banners, Advertising - oh my....
Seriously this is a whole lot of visual noise that we don't need. Its scattered though your program forcing me to address it and close it constantly.
We have to have a options to turn these things off - there are already so many extra clicks and movements with the deplorable "updates" and we are now forced to either deal with this visual noise and clutter or take longer still with extra clicks to dismiss these all because of what...
Greed?
For the sake of change?
Its certainly not improvement because I am yet to see anything released in the last 2 years that has made my job easier...Fiona Davidson
supported this idea
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16 votes
Hi everyone, it's easy to see why you’d want more flexibility on the dashboard. When you log in, you want the most important info right there—without having to scroll past everything else.
For now, Edit dashboard lets you reorder widgets and hide the ones you don’t use often.
However, we understand that greater layout flexibility could take dashboard customisation to another level, making it feel genuinely personalised to how you prefer to work.
We’ve moved this to Gaining Support to see how many others are looking for more control over dashboard layout.
Fiona Davidson
supported this idea
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328 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 '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. 🙂
Fiona Davidson
supported this idea
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114 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…
Fiona Davidson
supported this idea
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An error occurred while saving the comment Fiona Davidson
commented
Hi Kelly,
I cant use this new homepage, I am scared that it will be forced on to me and no longer have the visual functionality that I need for my workflow - You know, just like new invoicing.
What makes this all the more infuriating for me is that I participated in the feedback on a couple of sessions for new homepage and I remember telling them that we must be able to chose the number of coloums we want and have it scalable. Because having to reply of the size of your internet browser window to make it easier to do your job is just not good enough. More and more Xero requires third party apps or programs to restore functionality that used to be integrated. These are more workarounds, the stress levels have at work has more than doubled because of xero in the last couple of years. I had to cut my hours back at and get help at my job, plus stop doing work for clients as a sole trader. Because Xero required hours of extra work each week than what it did before the forced changes that are not improvements.
Your team brings back some features that used to be there but then promotes them as "new" or tells us they are not important right now. but when you are talking about hours of work each week its pretty important to us.Will things ever get better for me Kelly?
I get Gaslit - "it doesn't take you longer to do your job, its an adjustment period"
Made to feel like a "Karen" - Yes I am complaining about a simple extra click because its not just 1 instance, it dozens of them, every day.
Told its meant to work like that - oh yeah there are daily workarounds that are "normal" now but hey, that what its mean to do now, doesn't matter if it worked before.
Told its not a priority - The app used to show supplier credit notes in awaiting approval, now it doesn't. Logging in to the computer to approve them defeats the purpose of the app?! - Nope wont be done.
Asked to prove it - Glitch after glitch, your support team don't believe me, I am asked to provide proof. I provide proof, screen shots and recordings, but its not enough, I am asked to provide "live" proof when on a screen share or to send a video, oh no your video, that isn't good enough, make it do it again and use our video recording link, but we wont provide you any proof that we got it, or that we are looking into it and no one in support knows anything about how to locate it either.I am mentally exhausted at how challenging my job has become because of Xero. I have spoken to management, participated in feedback sessions, actively engaged on Xero Central and I have achieved nothing.
I am more anxious, frustrated and depressed, because of Xero.
I have never felt more helpless that I do right now, as I type this... -
13 votes
Hi there, thanks for the suggestion!
You're right that the current 'Total Cash In and Out' widget is fixed to a 6-month view.
While you can see longer periods by running a Cash Summary report, I understand that having that 12 or 18-month trend visible immediately on your dashboard would be much more powerful for spotting seasonal patterns.
I’ve classified this as 'Gaining Support' to see how many others would like more flexibility with this widget's timeframe
Fiona Davidson
supported this idea
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42 votes
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.
Fiona Davidson
supported this idea
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This (attached) is the only way I can have the new dashboard/home screen. By removing all widgets so staff cant see bank account of other sensitive figures just by walking past.
I have had to change my login link to land me on the bank accounts screen instead as this shows the classic look of the bank accounts that used to be on the dashboard.