Settings and activity

6 results found

1. Navigation - Setting to turn off help for all pages

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   1 comment  ·  Users & setup » Navigation  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   We're grateful for sharing your experience with the beta for our new navigation.

   Our Community have reviewed and shared your feedback with our product team. Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.

   Andrea Gutica supported this idea  ·  13 August, 2025

2. Navigation - Sub menus on Purchases drop down for different statuses

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   104 votes

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   4 comments  ·  Users & setup » Navigation  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   We appreciate you sharing feedback on the changes we could make to further enhance the new navigation for you, here!

   Understanding that sub menus or more levelled drop downs could be helpful in some places, this is an idea our product team have a close eye on.

   If there is any news I'll share an update with you all on this, here.

   Andrea Gutica supported this idea  ·  13 August, 2025

3. Navigation - Sub menus on Sales drop down for different statuses

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   0 comments  ·  Users & setup » Navigation  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, we appreciate your valuable feedback on how we could keep improving the new navigation experience for our customers.

   We appreciate hearing how and why sub menus could be helpful in some sections of the navigation and this is something our product team are monitoring closely.

   I will share if there are any plans or progress to share on this, here.

   Andrea Gutica supported this idea  ·  13 August, 2025

4. Homepage - Simplify layout

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   786 votes

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

   Hi team, we have some updates to share. Before we dive into the details, we want to be clear that while we’re committed to monitoring, learning, and refining the Homepage, we don’t intend to return to the previous Dashboard style or its column-based widget layout.

   A few months back, we rolled out several enhancements to the "Edit homepage" capability to give you better control over your layout, including:

   • Widgets that remain stationary until they are dropped into a new placement
   • A "shadow" preview showing exactly where a widget will be placed during drag-and-drop
   • Refined animations for a much smoother visual experience
   • Improved on-page guidance regarding how to save multiple layouts across different screen sizes

   In addition to the existing size options for Chart of Accounts and Cash In and Out, our team is currently building smaller widget sizes for Invoices Owed to You, Bills to Pay, Chart of Account, Cash in and Out and Recent Invoice payments widgets. This includes customisation of the data within these widgets to best suit your needs, such as removing the charts. We’ll provide a confirmation once these updates are live.

   There are also other enhancements that our teams are beginning to explore to further solve needs shared in feedback here, so we’ll continue to keep you updated.

   If you need help setting up or editing your homepage, please reach out to the Xero Support team. They can help you design a view that best supports your specific workflows. Thanks

   Hi team, we have some updates to share. Before we dive into the details, we want to be clear that while we’re committed to monitoring, learning, and refining the Homepage, we don’t intend to return to the previous Dashboard style or its column-based widget layout.

   A few months back, we rolled out several enhancements to the "Edit homepage" capability to give you better control over your layout, including:

   • Widgets that remain stationary until they are dropped into a new placement
   • A "shadow" preview showing exactly where a widget will be placed during drag-and-drop
   • Refined animations for a much smoother visual experience
   • Improved on-page guidance regarding how to save multiple layouts across different screen sizes

   In addition to the existing size options for Chart of Accounts and Cash In and Out, our team is currently building smaller widget sizes for Invoices Owed to You, Bills to Pay, Chart of Account, Cash… more

   Andrea Gutica supported this idea  ·  13 August, 2025

5. Contact List - View contact group and last activity date

   32 votes

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   submitted  ·  7 comments  ·  Contacts & files » Contact  ·  delete…  ·  Admin →
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   Andrea Gutica supported this idea  ·  25 March, 2025

6. Reports - Add report to identify lapsed customers (include last invoice date column)

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   8 votes

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   7 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded
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   Andrea Gutica commented  ·  25 March, 2025  ·  Edit…  ·  delete…

   Yes, a churn report would be such a great addition. There are no ways to do that currently.

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   Andrea Gutica supported this idea  ·  25 March, 2025