Settings and activity
15 results found
-
791 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.
An error occurred while saving the comment An error occurred while saving the comment 
Accounts @ EFX
commented
Has Xero really learnt nothing from the 'new invoicing' fiasco! Yet another pile of poorly designed layout changes forced upon loyal customers. As others have well summarised, the layout may look superficially 'pretty', but is cluttered, bloated, inconvenient, and adds nothing meaningful. It is clear that Xero no longer has any clue about real world data or user workflows.
Comments from Kelly to the effect of now 'having plans for exploring the possibility' of making changes that are necessary to make the update workable, are beyond a joke!! These changes are not something that have been forced upon Xero, they are of your own making, and if the product team can't see how poorly considered they are, then there is no hope.
After over 17 years as a loyal Xero customer and advocate, year-end can't come soon enough. We're in the process of moving to Odoo, and encourage others to consider doing similar.Accounts @ EFX
supported this idea
·
-
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.
Accounts @ EFX
supported this idea
·
-
99 votes
Hi Michele, connecting with our product team I understand you directly caught up with them on some of these points too. We really value the time you've taken to connect and feedback about these beta experiences.
I've split your feedback here to multiple ideas so we can track interest in each change separately.
I've updated the title of this idea to reflect the request to add the Account transactions' button to the bank account widget and you'll find the other idea's I've created on your behalf listed below. 🙂
- Navigation - Control which apps are recommended
- Contacts - Warning if entering contact simliar to existing (there was an existing idea for finding duplicate contacts so I added your vote to this)
- Purchases overview - View Billable expenses not billed.
- Sales overview - Ability to customise and shift Billable expenses above Quotes
- Navigation - Setting to turn off help for all…
Accounts @ EFX
supported this idea
·
-
113 votes
Good to hear the value you'd see in having more visibility of GST from your homepage. Thanks for sharing with us here.
Our product teams are paying close attention to the feedback we're receiving through this forum, and I'll let you know if there are any updates surrounding this, here.
Accounts @ EFX
supported this idea
·
-
186 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…
Accounts @ EFX
supported this idea
·
-
193 votes
Thanks everyone, we appreciate the appetite in being able to view outstanding or a summary of unpaid invoices from the homepage.
Being closely engaged and feeding back with our product teams I can confirm your feedback's been taken onboard, however at this time there are no plans for developing a widget of this nature.
We will keep assessing the votes this idea continues to receive overtime and should there be an opportunity that this is picked up I will be happy to share an update with you all. Thanks
Accounts @ EFX
supported this idea
·
-
488 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.
Accounts @ EFX
supported this idea
·
-
480 votes
Hi community, as mentioned in my last post we want to keep you looped in on changes around autosave.
Our product team has continued to focus attention on how we can make invoicing faster and more responsive to improve our customers' experience.
We've now optimised autosave to require less processing power, leading to faster invoice loading and saving.
While we don't have any plans to remove autosave, there is the possibility that we would make updates to improve experiences related to autosave in the future - I've provided links below to ideas that have been raised and remain open for consideration;
- Invoicing - Undo/revert to previous version of an invoice
- Exclude Auto Save from History and Notes
- Invoices - Add invoice number when invoice is Approved
Thanks again for all your feedback and sharing with us in the forums here.
Updated 10 Sept 25
An error occurred while saving the comment Accounts @ EFX
commented
We have been a Xero subscriber for over 17 years, and not just recommended Xero, but actively helped dozens of businesses get setup with it, including custom integrations which effectively ingrain Xero into their business. We are beyond APPALED by Xero's 'new invoicing', and the deeper issues that it represents in having seemingly no clue about how the product is used, no clue about the impact of it's failings on customers' businesses, and no respect whatsoever for the trust that has been placed in Xero by so many customers.
'New invoicing' has been a slow motion trainwreck in everything from design, technical implementation, management and communications. Yet Xero show disdain for legitimate customer feedback.
Unfortunately for customers, the reality is that there is a high degree of 'product lock in' i.e., it can be difficult and time consuming to move to a different provider. Xero know this and are exploiting the trust that has been placed in it. They know that the product has to pretty bad, or the price increases pretty large, before customers will change. As a result, we see headlines such as "Xero flexes pricing power as profits soar 76%". Enough said.
So its clear the path that Xero are taking, and it's only going to be worse for customers. Doubling-down on a shockingly poor Autosave 'feature' is just another symptom of how wayward Xero are. This approach would never have got Xero to the scale it is today.
For these reasons we now actively dissuade businesses from choosing Xero, and are ourselves underway with a 12 month process to change systems. That comes at significant cost and hassle, which we would prefer to do without, but as another commenter so aptly put, 'Xero has lost the plot'.
Accounts @ EFX
supported this idea
·
-
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.
Accounts @ EFX
supported this idea
·
-
Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price
-
241111 New Invoicing 2025-031 Draft Invoice Copy.jpg 124 KB -
241111 New Invoicing 2025-031 Data Entry Draft Invoice.jpg 137 KB -
241111 Classic Invoicing 2024-136 Invoice Copy.jpg 99 KB -
241111 Classic Invoicing 2024-136 Data Entry Invoice.jpg 129 KB -
Screenshot 2024-06-18 142006.jpg 97 KB -
Screenshot 2024-01-31 144249.png 23 KB -
Invoice INV-DJM2756.pdf 90 KB -
Invoice INV-DJM2754.pdf 92 KB -
Invoice INV-DJM2737.pdf 94 KB
566 votesHi community, we appreciate the continued traction this idea's received, and do want to provide clarity and set expectation.
Your feedback has been valuable in understanding the needs of using description only lines to; add subheadings, provide context for grouped charges, and ensure your invoices are easy for your clients to read and understand.
To reconfirm, atm - You can add one-off description only lines as you enter an invoice. However, if you add detail to any other field the line will be treated as a 'financial' line and you'll need to include Qty, Unit price, Account and Tax rate.
- We know some users have set up and saved inventory items for description only lines they commonly use, however as the item code field is used for inventory items the line of the invoice is treated as 'financial' meaning you'll then need to include Qty, Unit price, Account and Tax…
Accounts @ EFX
supported this idea
·
-
-
111 votes
Hi everyone, we appreciate the interest his idea has received. Introducing the ability to add a discount amount was highly requested by our community. We recognise for customers that discount by % this means you'll need to enter a % symbol where y ou wouldn't have done so before.
With quite a few items drawing our teams attention at present we want to be upfront that developing a default option for discounts isn't in the pipeline atm. This is something we'll keep reviewing and consider as a future improvement in this space. If there is any change or progress around this I'll let you know on the idea, here.
Accounts @ EFX
supported this idea
·
-
40 votes
It’s interesting to hear the different ways our users invoice and we appreciate you sharing how we could improve the flow of entry for you here. Being open this isn’t something we have plans for right now, however as our team plan further developments within invoicing, we’d like to engage you all here. To help our product teams get a better understanding of our invoicing users for future improvements, we’ve put a survey together and would love to hear your feedback through this.
Accounts @ EFX
supported this idea
·
-
57 votesAccounts @ EFX
supported this idea
·
-
35 votesAccounts @ EFX
supported this idea
·
-
28 votes
Hi everyone, thank you to everyone that participated in our teams survey from my last update. We appreciate your insights and these continue to help inform our teams of where they can best focus their efforts, as they continue to develop invoicing.
We don't have any plans at this stage to increase the Description field character limit from 4,000, however we're interested to continue tracking the interest in community and understand what the optimal amount of characters would be for our customers.
If there are any changes we will share an update with you all, here.
Accounts @ EFX
supported this idea
·
We continue to be surprised by Xero’s lack of awareness of how ineffective this Homepage update is and how negatively it impacts users. The product deficiencies are obvious - as are the process failures that led here - again - remember “new invoicing”!.
It’s staggering that a company with a NZ$25MILLION-a-year CEO, 4,500 employees, and ever-increasing subscription fees delivers changes with no functional benefit - then relies on what amounts to a free focus group provided by paying customers, to identify the most basic flaws.
Xero appears to value customers primarily as recurring revenue, taking advantage of the fact that many feel locked in. On principle, we’re working on moving away from Xero.
There are solid alternatives. For businesses needing more than accounting software, Odoo is worth considering. If you’re concerned about data lock-in, Control-C is a great tool which can fully back up your Xero data, including attachments, notes and history.
Given the lack of response to concerns raised here, beyond gaslighting and vague intentions, leaving a Trustpilot review may be more effective to get Xero’s attention.