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124 results found
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95 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.
Annie Thorne
supported this idea
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799 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 An error occurred while saving the comment Annie Thorne
commented
@Lisa Broom, the only way I have found to be able to manage it is to remove all the widgets completely and have a blank screen and just use the menu across the top. It's horrendous. Even just having the accounts list is useless as it requires scrolling to be able to see everything.
An error occurred while saving the comment Annie Thorne
commented
After various attempts to try and figure this out - I'm trying to act in good faith here, because I know I complain bitterly about every xero 'improvement' - and I've realised that the only way the new home page will work for me - by which I mean not drive me demented and have a constant migraine - is if I delete all the widgets. All of them. Literally all of them. And have a blank screen. Or maybe keep my most used couple of accounts. That's it. Anything else is a nightmare.
Well done Xero. You really have excelled yourself this time.
Meanwhile, there are legitimate requests for improvements/amendments - like making credit notes easier to handle, or putting back some of the things that were removed from invoicing (history still not correct, a year+ later) that go on and on for years, whilst we have to deal with this vanity project.
An error occurred while saving the comment Annie Thorne
commented
Ugh, I've just - in good faith - tried again.
I thought that maybe after the influx of comments it might have been improved. But nope! Awful.
Nothing stays where it's put. Even after removing a load of things I neither want or need, in the hopes of creating more space.
Kelly, this new layout is horrendous! It screws the eyes and the brain. Please, either enable us to truly customise it to our own preferences - not just Xero's interpretation of what that should be, or allow us to keep the current version.
This feels like 'new' invoicing, all over again (which, by the way, I still loathe).
An error occurred while saving the comment Annie Thorne
commented
Absolutely horrible to look at and use. Spent 5 minutes trying to arrange it how I want - very frustrating as things kept jumping around. Gave up in a rage and went back to the old layout which I shall continue to use .
Once again Xero's 'new and improved' is a shambles and anything but.Annie Thorne
supported this idea
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17 votesAnnie Thorne
supported this idea
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193 votes
Thanks everyone, we appreciate the appetite in being able to view outstanding or a summary of unpaid invoices from the homepage.
Being closely engaged and feeding back with our product teams I can confirm your feedback's been taken onboard, however at this time there are no plans for developing a widget of this nature.
We will keep assessing the votes this idea continues to receive overtime and should there be an opportunity that this is picked up I will be happy to share an update with you all. Thanks
Annie Thorne
supported this idea
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73 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.
Annie Thorne
supported this idea
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114 votes
Good to hear the value you'd see in having more visibility of GST from your homepage. Thanks for sharing with us here.
Our product teams are paying close attention to the feedback we're receiving through this forum, and I'll let you know if there are any updates surrounding this, here.
Annie Thorne
supported this idea
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61 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!
Annie Thorne
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.
Annie Thorne
supported this idea
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136 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!
Annie Thorne
supported this idea
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406 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. 🙂
Annie Thorne
supported this idea
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56 votes
Thanks for letting us know how this favourites feature matters to 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 votes and comments about how this would benefit them, too!
Annie Thorne
supported this idea
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103 votes
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.
Annie Thorne
supported this idea
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107 votes
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.
Annie Thorne
supported this idea
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11 votes
Thanks for reaching out with your idea about automatically recording leave days in employee's timesheet.
We've reviewed your idea and have moved it to gaining support. Now it's up to the community to get behind and support it.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Annie Thorne
supported this idea
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90 votesAnnie Thorne
supported this idea
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525 votes
Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status.
As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice).
While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &…
Annie Thorne
supported this idea
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54 votes
Hi Natascha thanks for raising this here. Appreciate the need for having Split payment available on both steps. We're moving this idea to gain more support from the community. We'll monitor this space for more traction. You can now share this idea with your friends and colleagues so they can add their vote too.
Annie Thorne
supported this idea
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60 votes
Great to see you're getting in to test our new automated bank reconciliation. Can see how this would be useful if you often work with a lot of Xero organisations.
We'll start gauging the interest for this from others here, and our product teams are taking on board all feedback so I'll share if there are any updates. Thanks!
Annie Thorne
supported this idea
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43 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.
Annie Thorne
supported this idea
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An error occurred while saving the comment Annie Thorne
commented
Agreed.
Having switched it off/opted out it should not be cluttering up my screen.
Helpfully, when I logged this as a support issue I was advised I could just get a bigger monitor ...
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103 votes
Hi team, thanks for the additional insights to those that have shared via the poll in my last update - You can still rank the importance of stats with us anonymously through the link here. 😊
It's truly valuable to get this feedback from customers to understand what insights would be most valuable for our customers to see and action on quickly.
Right now we don't have immediate plans, but we'll take these learnings into future planning to continue to develop automated bank rec, and I'll share if there are any updates with you all here.
An error occurred while saving the comment Annie Thorne
commented
Once I've switched off/opted out I do NOT want to see it again.
A blank homepage has actually done me a favour - I now go in, do the things I need to do, and get out. No longer distracted looking to see if there's anything I should look at ...
Productivity by stealth.
Thanks Xero, probably not what you intended, but it works for me !