Settings and activity
17 results found
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Homepage - Ability to control what messages and adverts appear
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Xero%20homepage.docx 64 KB -
Auto%20Reconcile%202.png 7 KB -
Set%20Up%20Payments%20-%20every.%20single.%20invoice..png 76 KB -
Auto%20Reconcile%201.png 5 KB -
Syft.png 7 KB -
Chasing%20Payment%201.png 4 KB -
Case%20-%20Dashboard%20Banner%20%E2%80%93%20Xero%20Central.pdf 133 KB -
Screenshot%202025-09-02%20at%2011.40.45.jpg 153 KB
73 votesThanks for your feedback about this.
The community can now get behind and support this idea.
Along with votes, other members can now comment to share their thoughts.
Sarah Smith
supported this idea
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34 votes
Hiya team, appreciate all the input you've each shared with us on the needs in keeping some information private, and less visible to others that may be working close by.
Understanding the needs here, I'd like to share this is a piece of work our team have picked up and in the initial stages of working through.
I'll be sure to keep you updated as this work progresses, here.
Sarah Smith
supported this idea
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487 votes
Hi community, we'd like to share an update as we've released new size options for a few more widgets. In addition to the Chart of accounts watchlist and Cash in and out you now have the option to Resize the following widgets;
- Tasks
- Net profit or loss
- Bills to pay
- Invoices owed to you
Along with this release, once the Homepage is saved and when the Small option is selected for either Bills to pay, or Invoices owed to you widgets, there'll be the option to toggle the chart on or off from the Homepage.
We'll be extending Resize out to more widgets soon, so I'll continue to keep you updated here.
Sarah Smith
supported this idea
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An error occurred while saving the comment -
70 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.
Sarah Smith
supported this idea
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49 votes
Understand wanting to make the most important information visible. Thanks for sharing your feedback on our new homepage here.
We're watching the forums here closely and will share if there is any updates that would help with what you're asking.
Sarah Smith
supported this idea
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122 votes
An error occurred while saving the comment Sarah Smith
commented
Has the Xero Team responded on this duplication issue? It's clearly an issue that many have been experiencing.
We're a small company, but I still find duplicate records and have to go through the rigmarole of merging and archiving the duplicates.Sarah Smith
supported this idea
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125 votes
Hi everyone, thanks for your on-going involvement in the idea here.
We understand many of our customers are trading internationally. While we haven't been able to deliver a solution as yet, this is still high on our radar.
Right now, depending on the country selected when setting up organisations will have different field options - Sort code in UK, BSB code in AU and Routing number in US. This explains the differences some in the conversation have mentioned. I appreciate it's not a solution but for the time being any extra detail (IBAN or any other banking detail) for the contact could be added as a note to the contacts record that can be looked up before making payments.
For our UK customers that have set up international bill payments - Though not direct from Contacts you can edit and save international payment details for a supplier through the flow…
Sarah Smith
supported this idea
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36 votes
Thanks for sharing this idea 🌟 We can see how an extra confirmation step before deleting a transaction could help prevent accidental deletions and give users more confidence when making changes.
We’re moving this idea to Gaining Support so we can better understand how many customers would value this and the different scenarios where it would be most useful. If this would make a difference for your workflow, please keep the votes and examples coming as they help our product team assess the impact.
We’ll continue to monitor the feedback here and share any updates as we learn more.
Sarah Smith
supported this idea
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26 votes
We understand why this idea is quickly gaining traction. Being able to start typing in the search bar as soon as the contacts page loads would be a small but meaningful improvement.
Right now, the cursor doesn’t land in the search bar by default, so it’s an extra click each time.
This idea's now in the Gaining Support stage. If it’s something that would make a difference to your workflow, adding your vote or comment helps us understand the wider demand—and gives our product team more to work with when prioritising updates.
We’ll post here with any changes or progress.
Sarah Smith
supported this idea
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790 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.
Sarah Smith
supported this idea
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18 votes
Thanks for sharing this, where you'd like an option to hide notifications like this one from the menu banner, and free up some space on the screen.
We've reviewed this. and now it's up to the community to get behind and support it. You might like to share this idea with any colleagues that this could benefit, so they can add their votes and comments about how they'd like this too!
Sarah Smith
supported this idea
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185 votes
Hi everyone, we appreciate and want to thank everyone for feedback on the responsiveness of the new Homepage. This has been shared back with our product teams as they continue to develop this experience.
At this stage, there are no plans to fix the number of columns when using the Homepage. However, our team will continue to monitor usage on this closely.
One recent change we’ve introduced is that the Homepage layout can be saved at each screen size.
For example, if you set up and save the Homepage layout for your laptop and then move to a larger monitor you’ll see this adapt. However, if you ‘edit’ the Homepage and save the layout separately from your monitor Xero will remember the layout for each screen size. You should only need to do this once for each screen you use.
We’re looking at enhancing the edit layout experience soon to…
Sarah Smith
supported this idea
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78 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.
An error occurred while saving the comment Sarah Smith
commented
I agree Laurie - the home page is not as clear as the older format.
Xero seem to have given in to their weakness, which is making everything REALLY BIG on the screen, thus requiring a lot more scrolling around.
This happened with the 'new' invoicing screen, and now again with the new home page.Sarah Smith
supported this idea
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7 votes
Thanks for your feedback and for pointing out how the term "Payments" can be confusing—especially for those new to Xero or bookkeeping.
We get that using clearer terms like "Receipt" or "Payment Received" might feel more intuitive and help reduce confusion when working through allocation of payments on an invoice.
Right now, this idea’s open for feedback and support, so feel free to keep voting and sharing how a change like this could help in your day-to-day.
Sarah Smith
supported this idea
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247 votes
Hi team, I know it's been some time since we last updated this idea. Please know we have close eyes on this feature and this is a change our product team are currently working on.
While we can't give a definite timeframe work is progressing well and we'll keep you updated of when this is available, here. Thanks for your engagement with us through product ideas.
An error occurred while saving the comment Sarah Smith
commented
So, despite your customers complaining about 'new' invoicing since it was launched (forced on us), your product team are still just working on it...?
This is one of the most common complaints (and yes, complaints, not just comments or ideas), on this portal, but Xero doesn't feel it necessary to listen and expedite the issues raised.
I've just received a customer survey from Xero, asking how likely I was to recommend Xero to a friend. When I selected the '0' button, strangely the survey was no longer taking responses .... Clearly your ears are closed unless the feedback is positive!
An error occurred while saving the comment Sarah Smith
commented
What about the size of new invoicing on the screen - way too large for the screen when I'm creating invoices with a lot of lines - is this 'issue' also under review as I note that the majority of users also find this unhelpful and it requires a lot of scrolling around to check/save .....
Sarah Smith
supported this idea
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9 votes
Hi Stewart, is there a way you see the export being more helpful for you. For example would you be looking for a summary of each invoice? The Receivable Summary and Detail reports maybe useful for this sort of view and can be exported.
Sarah Smith
supported this idea
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13 votes
Hi community, appreciate your feedback. Currently our team are working on some improvements to the To field in new invoicing and the contacts card that appears when selecting a contact. We understand some of our customers make use of the keyboard much more than the mouse and in reviewing the flow when using Tab the team will be making a change to make selection of a contact and movement to the date field smoother. I'll come back to confirm the detail of the change when this is released.
Sarah Smith
supported this idea
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What is going on with the home page this morning? For one brief moment, I saw the old home page and thought this is great - Xero have actually listened to their customers for a change, and have given me the option to revert to a much less child-like layout - however, on the next click, I was reverted the the new page again. Disappointed isn't the word! Come on Xero, if you can revert back for a few minutes, can't I have the much less cluttered, less like a childs project, SMALLER font, old style home page????