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1. Homepage - Simplify layout

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   660 votes

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

   Hi community, thank you for all the engagement and we can see the growing interest in improvements to help simplify your view of information on the new Homepage and navigate important information and insights with more ease.

   Right now, our team have a few pieces of work underway intended to help with some of the pain points that have been raised here these include:

   • More options for the sizing of widgets so you can reduce these frames and better position this information on your screen
   • More customisation of information within a widget like being able to remove visuals
   • Improving the experience of moving widgets when editing the homepage to make it more obvious when dragging and dropping them to different positions on the page

   We’ve also roadmapped further changes for later this year, once everyone is on the new experience. I’ll share more updates as we progress.

   Juliette Lockwood supported this idea  ·  06 January, 2026

2. Credit notes- bulk allocation

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   462 votes

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   180 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