Settings and activity

3 results found

1. Dashboard - Add a Monthly Average column to the Account Watchlist

   8 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   submitted  ·  6 comments  ·  Banking & chart of accounts » Chart of Accounts  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   An error occurred while saving the comment
   Ken McKeon commented  ·  06 February, 2026  ·  Edit…  ·  delete…

   I agree with this. The default in the old dash and mobile is one click to see this month.

   Now you have to click through and change the report. Super annoying.

   Surely most customers want to see this month as default.

   Save Submitting...
   Ken McKeon supported this idea  ·  06 February, 2026

2. Homepage - Profit & Loss comparisons

   11 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   3 comments  ·  New Homepage » Homepage  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for sharing your idea, Jon. This is something we'll start to feel out the interest in here and I'll share if there are any updates planned for this.

   Ken McKeon supported this idea  ·  06 February, 2026

3. Homepage - Simplify layout

   •  

   •  

   •  

   786 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   424 comments  ·  New Homepage » Homepage  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, we have some updates to share. Before we dive into the details, we want to be clear that while we’re committed to monitoring, learning, and refining the Homepage, we don’t intend to return to the previous Dashboard style or its column-based widget layout.

   A few months back, we rolled out several enhancements to the "Edit homepage" capability to give you better control over your layout, including:

   • Widgets that remain stationary until they are dropped into a new placement
   • A "shadow" preview showing exactly where a widget will be placed during drag-and-drop
   • Refined animations for a much smoother visual experience
   • Improved on-page guidance regarding how to save multiple layouts across different screen sizes

   In addition to the existing size options for Chart of Accounts and Cash In and Out, our team is currently building smaller widget sizes for Invoices Owed to You, Bills to Pay, Chart of Account, Cash in and Out and Recent Invoice payments widgets. This includes customisation of the data within these widgets to best suit your needs, such as removing the charts. We’ll provide a confirmation once these updates are live.

   There are also other enhancements that our teams are beginning to explore to further solve needs shared in feedback here, so we’ll continue to keep you updated.

   If you need help setting up or editing your homepage, please reach out to the Xero Support team. They can help you design a view that best supports your specific workflows. Thanks

   Hi team, we have some updates to share. Before we dive into the details, we want to be clear that while we’re committed to monitoring, learning, and refining the Homepage, we don’t intend to return to the previous Dashboard style or its column-based widget layout.

   A few months back, we rolled out several enhancements to the "Edit homepage" capability to give you better control over your layout, including:

   • Widgets that remain stationary until they are dropped into a new placement
   • A "shadow" preview showing exactly where a widget will be placed during drag-and-drop
   • Refined animations for a much smoother visual experience
   • Improved on-page guidance regarding how to save multiple layouts across different screen sizes

   In addition to the existing size options for Chart of Accounts and Cash In and Out, our team is currently building smaller widget sizes for Invoices Owed to You, Bills to Pay, Chart of Account, Cash… more

   Ken McKeon supported this idea  ·  06 February, 2026