Settings and activity
16 results found
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15 votes
Hi everyone, it's easy to see why you’d want more flexibility on the dashboard. When you log in, you want the most important info right there—without having to scroll past everything else.
For now, Edit dashboard lets you reorder widgets and hide the ones you don’t use often.
However, we understand that greater layout flexibility could take dashboard customisation to another level, making it feel genuinely personalised to how you prefer to work.
We’ve moved this to Gaining Support to see how many others are looking for more control over dashboard layout.
Sarah Smith
supported this idea
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47 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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112 votes
An error occurred while saving the comment Sarah Smith
supported this idea
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123 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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5 votes
Thanks for sharing your idea, and letting us know why having a prompt before deleting files is helpful, Elena.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
We will be keeping an eye out on the traction this idea receives within the community, here. Thanks
Sarah Smith
supported this idea
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20 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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552 votes
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…
Sarah Smith
supported this idea
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17 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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40 votes
Hi team, we appreciate our customers differing needs and while we don't have any immediate plans to add an option to remove graphs this is an idea that we'll keep a close watch on here. If you have colleagues that'd like the same please make sure to share this idea so they can vote too.
We'll be sure to let you know if there are any updates.
Sarah Smith
supported this idea
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113 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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333 votes
Thanks for your feedback on the new homepage here. We appreciate what works well and not so well for our customers with the new experience. Our product team have been taking this all onboard as they continue to plan their roadmaps. Since initially released in beta, they've made some changes to the 'Cash in and out' and 'Chart of accounts' widgets so when customising your view you'll now have the options to 'Make larger' or 'Make smaller'.
Right now, they're also considering sizing of other widgets and your contributions in this idea are super useful to their exploration of this. I'll be sure to share any further updates of the sizing of widgets with you all here.
Sarah Smith
supported this idea
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58 votes
Hi! Thanks for sharing your idea about how putting borders around the widgets would improve the look of the homepage for 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 they'd like to see this too!
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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3 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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244 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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8 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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12 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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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.