Settings and activity
165 results found
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5 votes
Thanks team, we appreciate wanting more visibility of the timestamps for chat to help when referencing and this is something we have intentions of developing but don't have timeframes of just yet.
I'll round back to confirm once this work gets picked up.
Fiona Davidson
supported this idea
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3 votes
Hi Timothy, while we appreciate your feedback I want to be upfront that we don't have any plans to add a complete opt out option.
JAX has become a core part of how Xero works, which is why we've moved it to always-on. That said, JAX isn't active until you open it and move through the initial consent step, so it won't do anything without you initiating it.
You won’t be able to turn JAX off for the whole organisation, but you don’t have to use it:
- If you don’t want to use JAX, simply don’t open it
- If you don’t want certain people to use JAX, you can manage their Xero roles and permissions so they can’t see sensitive data
Fiona Davidson
supported this idea
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3 votes
Thanks for sharing this idea. We can understand how having the Save and Update buttons in a consistent location across transaction pages could make moving between different workflows feel more intuitive.
We've updated the status to Gaining Support so we can continue tracking community interest and sharing your feedback with the product team as they consider future improvements to the experience.
Fiona Davidson
supported this idea
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41 votes
Thanks for everyone's feedback on your experience with auto bank rec, here. The aim of this feature is to improve and build more efficiency in your reconciling your bank account, however we understand and appreciate feedback here on where users would prefer to more control and options, as well as the option to dismiss the banner.
Right now, as some in the thread have noted auto reconcile can be turned off for each of your bank accounts at any time. From the main Bank Reconciliation screen, click on the ‘Auto-reconcile’ settings button to manage your settings.
We're currently looking into more controls and settings for auto reconcile that may better suit needs shared in this thread, I'll round back to share more on this as it develops.
Fiona Davidson
supported this idea
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488 votes
Hi community, we'd like to share an update as we've released new size options for a few more widgets. In addition to the Chart of accounts watchlist and Cash in and out you now have the option to Resize the following widgets;
- Tasks
- Net profit or loss
- Bills to pay
- Invoices owed to you
Along with this release, once the Homepage is saved and when the Small option is selected for either Bills to pay, or Invoices owed to you widgets, there'll be the option to toggle the chart on or off from the Homepage.
We'll be extending Resize out to more widgets soon, so I'll continue to keep you updated here.
An error occurred while saving the comment An error occurred while saving the comment Fiona Davidson
commented
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.
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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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
76 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.
An error occurred while saving the comment Fiona Davidson
commented
Ah, and another pop up to redirect. How do I get rid of this too.
It needs to be a background setting NOT every time I want to do a batch payment.An error occurred while saving the comment Fiona Davidson
commented
And here is more advertising to make Xero money under the guise of efficiency.
But its not cheap @ 0.35c per bill. I'd be interested to know what kickback Xero is getting from Airwallex.
A new column but it's mandatory, I cant remove it, this is not ok!
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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1 vote
Hi Fiona, appreciate you highlighting this improvement. We understand the request for a simpler way to attach files when creating Purchase Orders, particularly with support for drag-and-drop uploads and less clicks.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are particular attachment workflows that slow you down today, we'd love to hear more about them.
Fiona Davidson
shared this idea
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An error occurred while saving the comment Fiona Davidson
commented
Bring back classic Attachment view for Purchase Orders. Extra clicks suck, stop adding them.
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793 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 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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7 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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23 votes
Thanks for sharing this idea about remembering the 'Trust this device' checkbox if you previously ticked it.
We've reviewed this 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 too!
Fiona Davidson
supported this idea
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791 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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63 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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79 votes
Hi team, thanks for feeding back on my last update, it's good to hear how the contrasting has or hasn't helped solve needs for differing users.
We appreciate further context of your needs here and want you to know this is something our team have still been looking into.
We now have a piece of work underway that when released will show borders around widgets on the homepage 🙂 Though I can't give timeframes for this as yet, I'll keep you looped in on further updates for this here.
Fiona Davidson
supported this idea
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27 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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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!
Fiona Davidson
supported this idea
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135 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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7 votes
Hi team, we appreciate the feedback on the bank account widget here and I have made sure this is shared back with our product team. As soon as I have any updates I will let you know here. Thanks
Fiona Davidson
supported this idea
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6 votes
Appreciate hearing your feedback on this here. 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, 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).
We don't have any immediate plans for changing the placement of the Drafts link within the Invoices owed to you, or Bills to pay widgets however we'll begin to get…
Fiona Davidson
supported this idea
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71 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.
Fiona Davidson
supported this idea
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404 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. 🙂
Fiona Davidson
supported this idea
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Amanda - This has been happening for 3+ years now
Ive been using Xero for 11 years and it was brilliant until they decided not just to replace the "bones" of the program but rather rewrite it when they should have just replicated to start what was already working.