Settings and activity
7 results found
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57 votes
Hi team, we appreciate all the feedback we've received from our customers about the Dashboard and how we could improve this for you.
As you may have seen or perhaps even have access to already - over the coming months we are releasing a new Xero Homepage that'll replace the existing Dashboard.
We've done lots of research and testing with our customers for the new homepage. You'll be able to customise to show which widgets you want, and it's built with updated technology so is much more responsive - adapting based on your device, screen size and zoom functions to show a maximum of 4 widgets side-by-side!
I'll update you again here when this is live to you all, and if you'd like to give it a go now - jump on into the demo co 😊
An error occurred while saving the comment An error occurred while saving the comment 
Sammy Cullam
commented
Regarding new home page
Is there any way you can get the font size back to the same size as the rest of everything else in Xero.?
The new home page is very "in your face", bank accounts are no longer in a nice neat column. There is stuff everyhere, all so BIG AND BOLD AND CLUNKY AND RUNNING OFF THE SIDE OF THE PAGE, even when you remove most of the boxes, it just all blends into visual pollution, in my opinion.
There is NO white space, which is what keeps things cleanand fresh and easy to find what you need.
It is not user friendly, I am at a loss to work out the reason for this new page.
Could you defer change over till you review the layout?????
I really hope someone can have a look at this.
I would welcome a call back at your earliest convenience.
Kind regards
Sammy -
91 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…
Sammy Cullam
supported this idea
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283 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.
Sammy Cullam
supported this idea
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291 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. 🙂
Sammy Cullam
supported this idea
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459 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…
Sammy Cullam
supported this idea
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27 votes
An error occurred while saving the comment Sammy Cullam
commented
I have been sending copious screen shots of incorrect account codes suggested by Xero for months and months and months without any positive feedback on what Xero intends to do to fix the mess. When I finally spoke to an "Expert", he suggested Xero had no intention of doing anything about it and was sorry that in my case it didn't seem to be working to my satisfaction. WHAT A JOKE!!
In my situation, Xero gets it wrong 90% of the time. Auto pre-fill is a useless function and it is high time we have the ability to turn it off.Sammy Cullam
supported this idea
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4 votes
Hey Lyn, thanks for suggesting this idea!
Xero will use your defaults accounts for a supplier or the inventory item to assign a pre-selected account code to the bill you've created. You can read a bit more about that here.
Just to clarify, is this the feature you're referring to? If so, it's possible to disable this by not entering in defaults for the items or contacts in question 😊
Sammy Cullam
supported this idea
·
An error occurred while saving the comment Sammy Cullam
commented
Xero algorithms (AI) does not work. Auto filling of account code is completely random and nothing to do with the expense.
Yesterday I entered a bill for Regrowth control from a regular supplier, Xero allocated the expense to cattle purchases.
This happens on a daily basis way way too frequently.The feature is a real hindrance. It is a recipe for a lot of mistakes. I have been bitten many times. If I have to manually check the allocation, I may as well enter it.
Until you can get this feature to work as it should, can you enable this feature to be turned off so I have to manually select the correct code? This would be a big help.
Sammy
Regarding new home page
Is there any way you can get the font size back to the same size as the rest of everything else in Xero.?
The new home page is very "in your face", bank accounts are no longer in a nice neat column. There is stuff everyhere, all so BIG AND BOLD AND CLUNKY AND RUNNING OFF THE SIDE OF THE PAGE, even when you remove most of the boxes, it just all blends into visual pollution, in my opinion.
There is NO white space, which is what keeps things cleanand fresh and easy to find what you need.
It is not user friendly, I am at a loss to work out the reason for this new page.
Could you defer change over till you review the layout?????
I really hope someone can have a look at this.
I would welcome a call back at your earliest convenience.
Kind regards
Sammy