Settings and activity

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1. Homepage - Simplify layout

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   792 votes

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   424 comments  ·  New Homepage » Homepage  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   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.

   Juliette Lockwood supported this idea  ·  06 January, 2026

2. Credit notes- bulk allocation

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   484 votes

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   196 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for sharing your thoughts on bulk allocation of credit notes, everyone. We understand that manually applying credit notes one by one can be time-consuming, and we appreciate wanting a a faster, more streamlined solution.

   Currently, while we know it won't be the flow that suits all, it's possible to apply credit notes to multiple invoices for a single contact by opening the credit note and selecting the invoices to apply it to.

   Atm, we're in the process of releasing a new experience for Sales Credit Notes. This work will enable us to develop changes like you're asking here longer term. However, the initial release is focused on developing existing features into the new Credit Notes experience. Once this is fully rolled out the team will have more capacity to consider enhancements like bulk allocations, however we want to be upfront that this isn't planned for the short term.

   We value the depth of detail shared by our community through this idea, that'll help inform the teams discovery of this when we can bring more attention and focus to new features in Credit Notes. We'll be sure to share as soon as there's opportunity to pick up this idea with more rigor.

   Thanks for sharing your thoughts on bulk allocation of credit notes, everyone. We understand that manually applying credit notes one by one can be time-consuming, and we appreciate wanting a a faster, more streamlined solution.

   Currently, while we know it won't be the flow that suits all, it's possible to apply credit notes to multiple invoices for a single contact by opening the credit note and selecting the invoices to apply it to.

   Atm, we're in the process of releasing a new experience for Sales Credit Notes. This work will enable us to develop changes like you're asking here longer term. However, the initial release is focused on developing existing features into the new Credit Notes experience. Once this is fully rolled out the team will have more capacity to consider enhancements like bulk allocations, however we want to be upfront that this isn't planned for the short term.

   We… more

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   Juliette Lockwood commented  ·  10 December, 2024  ·  Edit…  ·  delete…

   Xero is so bad at many tasks that other finance systems manage so easily. Comparing this inability to bulk allocate overpayments issue in Xero to the ease of doing the same thing in both QB and Sage is unbelievably frustrating. Bulk allocation should be a no-brainer, and this is surely not too complex to resolve!

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   Juliette Lockwood supported this idea  ·  10 December, 2024