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1. Homepage - Simplify layout

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

   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 monitor this closely.

   I’ll keep you updated on progress that’ll improve your use of the homepage here. Thanks!

   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… more

   Juliette Lockwood supported this idea  ·  06 January, 2026

2. Credit notes- bulk allocation

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   175 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