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  1. 151 votes

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    Hi everyone, thanks for your engagement and sharing how we can further improve the new navigation experience for you here.

    Our product team are paying close attention to your feedback on the drop down options, and we're continuing to monitor the interest this idea receives.

    We'll let you know if there are any updates, here.

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    Esther Santos commented  · 

    What would be great is a feature to issue out statements automatically at EOM or the client to be able to set a custom date when statements should be sent out. Something similar to invoice reminders, but with statements! Please!

    Esther Santos supported this idea  · 
  2. 147 votes

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    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…

    Esther Santos supported this idea  · 
  3. 40 votes

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    We're grateful for sharing your experience with the beta for our new navigation.

    Our Community have reviewed and shared your feedback with our product team. Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.

    Esther Santos supported this idea  · 
  4. 57 votes

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    Great to hear you're diving into the new experience, Michele. Thanks for taking your time to share changes that you could feel could add benefit.

    We'll get a feel for the interest from other beta users from your idea here and I'll make sure to share if our product teams make any plans around this.

    Esther Santos supported this idea  · 
  5. 98 votes

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    Thanks for spending time to review the new homepage! It's great to hear what information is most valuable for you to get an overview of your organisation.

    While we don't have immediate plans for developing this specific idea atm, we're keeping a close eye on all feedback being shared in this forum for our product teams to consider as they keep enhancing this experience.

    I'll share if there are any updates.

    Esther Santos supported this idea  · 
  6. 95 votes

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    We appreciate you sharing feedback on the changes we could make to further enhance the new navigation for you, here!

    Understanding that sub menus or more levelled drop downs could be helpful in some places, this is an idea our product team have a close eye on.

    If there is any news I'll share an update with you all on this, here.

  7. 96 votes

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    Hi team, we appreciate your valuable feedback on how we could keep improving the new navigation experience for our customers.

    We appreciate hearing how and why sub menus could be helpful in some sections of the navigation and this is something our product team are monitoring closely.

    I will share if there are any plans or progress to share on this, here.

    Esther Santos supported this idea  · 
  8. 72 votes

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    Hi Michele, connecting with our product team I understand you directly caught up with them on some of these points too. We really value the time you've taken to connect and feedback about these beta experiences.

    I've split your feedback here to multiple ideas so we can track interest in each change separately.

    I've updated the title of this idea to reflect the request to add the Account transactions' button to the bank account widget and you'll find the other idea's I've created on your behalf listed below. 🙂

    Esther Santos supported this idea  · 
  9. 77 votes

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    Thanks for your idea, Simone. Gosh that is a lot of bank accounts I can see why a search would help. No immediate changes planned for this but I'll share your feedback with our product team and we'll get a sense of others that'd find this useful from your idea, here. 🙂

    Esther Santos supported this idea  · 
  10. 154 votes

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    Thanks for your idea, Michelle. Great to hear how a checklist could improve your experience when working in client orgs. We'll start gaining interest from your idea her7e and I'll share if there are any plans made.

    Esther Santos supported this idea  · 
  11. 26 votes

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    Esther Santos supported this idea  · 
  12. 8 votes

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    Esther Santos supported this idea  · 
  13. 297 votes

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    Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).

    Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.

    For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!

    Esther Santos supported this idea  · 
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    Esther Santos commented  · 

    Critical for users in South Africa!

  14. 36 votes

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    Esther Santos supported this idea  · 
  15. 15 votes

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    Esther Santos supported this idea  · 
  16. 24 votes

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    Esther Santos supported this idea  · 
  17. 6 votes

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    Esther Santos supported this idea  · 
  18. 127 votes

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    Esther Santos supported this idea  · 
  19. 722 votes

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    Hey everyone, thanks for all the votes and feedback on this idea! Our product teams have definitely taken note and understand the effort involved in automatic report generation and sending.


    While it's something we see as valuable in the long run, it's not currently on our development roadmap with a specific timeframe. We're still keen to hear from those of you who would find this feature helpful, so please keep the conversation and votes coming. We'll be sure to update you if our plans change.

    Esther Santos supported this idea  · 
  20. 784 votes

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    Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.

    We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.

    Esther Santos supported this idea  · 
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