Settings and activity
22 results found
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50 votes
Ian Saunders
supported this idea
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43 votes
Thanks for sharing your idea, and letting us know the changes that matter most 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 vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Ian Saunders
supported this idea
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61 votes
Thanks for letting us know changes that could improve your experience with the new homepage. It's great to have your feedback on Product ideas here.
We're keeping an eye on what our customers are sharing back here and if there are any updates to share we will let you know, here.
Ian Saunders
supported this idea
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58 votes
Appreciate the insight around why a view of planned bill payments would be helpful - Thanks for feeding back on the new Homepage 😊
Our product team are closely monitoring feedback we receive on this experience here, and we'll share if there is any update for this with you all.
Ian Saunders
supported this idea
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71 votes
Appreciate the interest this idea is receiving about the new homepage experience. Thanks for your input!
It would be good to clarify here - when you say you'd like to search Unreconciled transactions, would you be wanting to do this across all banks at once, or within each bank widget?
We don't have any plans around this right now, but are continuing to track the interest here.
Ian Saunders
supported this idea
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25 votes
Hi Lyn, thanks for adding your feedback on our prototype for the new Xero homepage in regards to running totals for VAT/GST/BAS and Corporation/AU/NZ Tax, this is incredibly valuable to the team as they make the refinements.
We know this addition would help you keep a closer eye on your business's financial health. We appreciate your continued feedback on the prototype homepage and encourage you to leave more feedback for us.
Ian Saunders
supported this idea
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5 votes
Good to hear your feedback on what improvements you'd like to see in the new homepage, Pete.
We'll start to gauge interest in this from community here and I'll share if there are any plans made.
Ian Saunders
supported this idea
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18 votes
Thanks for your idea and feedback here in the forums, Michael. Our product teams are still working on enhancements to the homepage and we'll keep a watchful eye on the interest in a payroll widget like you've described here.
I'll let you know if there are any updates to share around this.
Ian Saunders
supported this idea
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11 votes
Thanks for sharing this here. Currently the reason for this functionality to not exist is because the home page for all users may not appear the same. In particular, the users with the same permission roles will get the same view.
We've moved this idea to gain more support from the community. You can share this with your peers and colleagues so they can add their vote onto it as well!
Ian Saunders
supported this idea
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24 votes
Hi there,
Thanks for sharing this idea!
I can see how frustrating it is to have to jump back and forth into your Advanced Settings just to get the view you need on your dashboard.
The Account Watchlist is meant to give you a quick "at-a-glance" look at your numbers, and having to change your global reporting basis to make it useful definitely adds extra steps to your day.
I’ve assessed this and moved it to Gaining Support. This will allow our product team to see how many other users are running their operations on a different basis than their compliance reporting.
I’ve also updated your title to: Dashboard - Independent accounting basis toggle for Account Watchlist to make it easier for others to find and vote on.
In the meantime, while the dashboard widget is tied to your global settings, you can save a custom version of the…
Ian Saunders
supported this idea
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20 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.
Ian Saunders
supported this idea
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344 votes
Hi everyone, we thoroughly appreciate the feedback we've been receiving about the sizing of widgets and desire for more flexibility with these.
Our product teams are currently working on updates to allow resizing of more of the widgets on the Homepage.
There are considerations that weigh into what's possible' like what information sits within each widget.
The resizing will work in the same way as what has been provided with the Cash in and out, and Chart of accounts watch list widget.
I'll be sure to keep you updated here as new widget sizes are rolled out. Thanks
Ian Saunders
supported this idea
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7 votes
Hi everyone, it does sound like a bank feed status indicator would be a really helpful addition, giving you a quick sense of whether your imported statement lines are fully up-to-date or still processing.
We understand how important it is to have that confirmation—without a clear visual cue, it can be hard to tell if the feed is still loading, has completed, or if something has gone wrong. Knowing the current status at a glance helps you trust the numbers and act quickly if there’s an issue.
As such, we've moved this idea to Gaining Support so we can track interest in making bank feed status more visible on the homepage. It would be great to hear from the community and understand how this could make a difference for everyday workflows.
Ian Saunders
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.
Ian Saunders
supported this idea
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6 votes
Thanks for sharing your feedback about this, and how you'd like to see this improved.
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 too!
Please note that the more specific your suggestions are about the changes you'd like, the better our Product team will be able to gauge exactly what you're looking to see.
Ian Saunders
supported this idea
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61 votes
Thanks for the input and sharing your feedback here, everyone.
We know many of you asked for widget borders to help separate information. As a first step, we’ve subtly darkened the homepage background to increase contrast and make the widget boundaries clearer.
We’d love to know if this change has made the information easier for you to scan and consume. Please do let us know here 🙏🏻
Ian Saunders
supported this idea
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635 votes
We appreciate everyone that's contributed here. Needs in more incremental permissions for bank accounts, have been clearly highlighted in your feedback - from protecting the confidentiality of payroll information to securely delegating reconciliation tasks for specific accounts.
Leaning in from our last update, our product teams have conducted lots of research of existing user roles, to highlight the most critical areas work is needed to power up our customers use of Xero.
Reporting and inventory are our first areas of priority, and you may have seen recent updates across ideas for these areas.
Permissions to bank accounts is another area that stood out in our research, but has more dependencies and will take longer to develop.
We'll keep you updated as our journey with roles and permissions evolve and there's more in the space of banking to share with you all.
Ian Saunders
supported this idea
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137 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.
Ian Saunders
supported this idea
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33 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!
Ian Saunders
supported this idea
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An error occurred while saving the comment An error occurred while saving the comment Ian Saunders
commented
this could also then be combined with a total cash at bank widget 0 total credit card balance etc at the of the grouped of widgets and when collapsed
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122 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…
An error occurred while saving the comment Ian Saunders
commented
Yes, I would like to have th ability to place each box where I want it rather than it effectively being a list that shifts across the columns when I move something.
A grid based system would help this so widgets can be placed in column and row position which could then translate easier to other screen sizes (eg i dont need to see column 3 if there is only space to view two)
Ian Saunders
supported this idea
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ability to utilise rows and columns to help to group widgets is good. Currently it seems that moving one widget shifts everything left to right so the columned contents change