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4 results found

  1. Navigation - Freeze bar at the top of the page to save scrolling

    273 votes

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    80 comments  ·  Users & setup » Navigation  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks everyone, we want to acknowledge all the feedback about how we can improve your experience by making navigation easier while scrolling.

    Our product team are now exploring options such as a 'sticky' navigation bar or 'back to top' option, and appreciate all thats been shared about this by our community.

    While we can't commit to development as yet, I'll be sure to let you know further news of this, here.

    Patty Arceri supported this idea  · 

  2. Homepage - Set up multiple views (Basic, Intermediate and Advanced)

    406 votes

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    71 comments  ·  Users & setup » Homepage  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate the attention this idea has been getting. It's really good to hear how we can continue to improve the Homepage for our differing customers needs. We understand not all the widgets maybe useful to every user, and the 'Edit homepage' button will let you add or remove widgets to reduce what you see on the Homepage.

    Taking on board feedback we're looking at the sizing of widgets and you'll find the 'Chart of Accounts' and 'Cash in and out' widgets are now smaller by default with an option to 'Make larger' - You can follow further updates for this on the idea here.

    We have plans to dig deeper into possible 'view' options (like the different levels of views being asked here) in the new year and I'll share further updates here when this gets picked up. 🙂

    Patty Arceri supported this idea  · 

  3. Home page - Add Tasks and reminders to take action on

    319 votes

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    49 comments  ·  Users & setup » Homepage  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we get how useful it'd be to add a task or reminder in Xero and see it again the next time you log in.

    We've just released custom Tasks to the Homepage Tasks widget so you can capture work that Xero doesn’t create tasks for automatically.

    Simply use the 'New Task' button in the Tasks widget, or the '+' icon in the widget once typed, to create a one-off task. You can then edit, mark it complete, delete it or view completed tasks.

    At a glance you'll be able to get a view of the things you need to follow-up, and help you track progress within Xero. ✅

    Any user in your organisation with Standard or Adviser access will be able to make use of this tool for their personal organisation.

    We appreciate your inputs and helping us understand how tasks could be more meaningful for your workflows.

    …

    Patty Arceri supported this idea  · 

  4. Homepage - Simplify layout

    801 votes

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    424 comments  ·  Users & setup » Homepage  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

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    Patty Arceri commented  · 

    Totally agree. One thing I’d find challenging is the new dashboard layout. It now requires scrolling down to view everything. In the current (existing) layout, I can see all key information in one snapshot without needing to scroll, which makes it quicker and easier to get an overview of my accounts.

    For day-to-day use, having everything visible at a glance is far more efficient. The new layout feels less user-friendly in that respect, and I’d really prefer the dashboard to retain the existing “all in one view” style.

    Patty Arceri supported this idea  ·