Settings and activity
6 results found
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3 votes
Hi Juliet, thanks for sharing this idea! A direct "See All" link on the dashboard would make it even easier to view and manage all your bank accounts in one place.
Right now, you can click into Accounting > Bank Accounts to see the full list, but having a single shortcut from the Homepage would help you move through your reconciliation tasks more smoothly. I’ve moved this to Gaining Support so our product teams can track interest and see how this could enhance the daily experience for users.
Juliet Baird
shared this idea
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15 votes
Hi everyone, it does sound like a bank feed status indicator would be a really helpful addition, giving you a quick sense of whether your imported statement lines are fully up-to-date or still processing.
We understand how important it is to have that confirmation—without a clear visual cue, it can be hard to tell if the feed is still loading, has completed, or if something has gone wrong. Knowing the current status at a glance helps you trust the numbers and act quickly if there’s an issue.
As such, we've moved this idea to Gaining Support so we can track interest in making bank feed status more visible on the homepage. It would be great to hear from the community and understand how this could make a difference for everyday workflows.
Juliet Baird
supported this idea
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24 votes
Hi Debbie, thanks for sharing this idea! Giving a Subscriber control over the team’s homepage layout would be really useful—helping everyone focus on the right tasks while keeping sensitive information private.
Right now, each user customises their own dashboard, so it can be tricky for admins to know exactly what’s visible. For now, User Roles can limit access to certain data, or you can share a simple SOP with a screenshot of your preferred layout for staff to match.
I’ve moved this to Gaining Support so we can see how many in the community would find this helpful. Your feedback really helps guide what we look at next.
Juliet Baird
supported this idea
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118 votes
Thanks for your idea, Simone. Gosh that is a lot of bank accounts I can see why a search would help. No immediate changes planned for this but I'll share your feedback with our product team and we'll get a sense of others that'd find this useful from your idea, here. 🙂
Juliet Baird
supported this idea
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4 votes
An error occurred while saving the comment Juliet Baird
supported this idea
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5 votes
An error occurred while saving the comment Juliet Baird
commented
Yes, I agree - navigation of the VAT Return is currently timeconsuming and difficult (not up to Xero's standard of workability)
Juliet Baird
supported this idea
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Yes, I agree - navigation of the VAT Return is currently timeconsuming and difficult (not up to Xero's standard of workability), the extra lines the auto-roundings add to this