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  1. Bank Reconciliation - Show number of lines 'Auto-reconciled' since last login

    2 votes

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    0 comments  ·  New Homepage » Homepage  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi Kathy, a quick “recap” of what’s happened while you were away could be really useful—especially when automation is handling a lot of the work, it’s reassuring to have that confirmation without having to dig through transactions.

    For now, you can review all reconciled statement lines via “View all reconciled” from the last date you previously checked. It does take manual effort to remember the exact date, but it’s a practical workaround for now.

    We’ve moved this idea to Gaining Support, and it’d be great to hear from you and others about how you’d use a summary feature—your examples really help the team understand its potential impact.

    Jandre Bornman supported this idea  · 

  2. Homepage - MTD for Income Tax widget

    2 votes

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    1 comment  ·  New Homepage » Homepage  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

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    Jandre Bornman commented  · 

    Can you please add a widget on the Homepage for MTD Sales as well as a report widget for AR as well as Headcounts (think PowerBI here)

    Jandre Bornman supported this idea  · 

  3. Homepage - Automatically update the Widgets

    22 votes

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    9 comments  ·  New Homepage » Homepage  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate the feedback we've received around the need to manually refresh widgets on the homepage for organisations with higher volumes of data.

    Our product teams have been paying close attention and monitoring usage and we have recently released an update that will improve the experience for these larger organisations - Reducing the automatic update from 24 hours to 1 hour. Meaning your data is more recent and up to date, and saving you from having to manually refresh as often. 🙂

    To reconfirm the rationale and how this works - To help the homepage load efficiently, some widgets in these organisations show data from the last 1 hour by default.

    • These widgets are designed to automatically update with the latest figures from the last 1 hour when you log in.
    • If you need to see the most up-to-date numbers in-between the 1-hourly automatic updates, simply click the…
    Jandre Bornman shared this idea  ·