Settings and activity
15 results found
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4 votes
We understand the request for a Quotes widget on the main Xero dashboard, similar to the existing information available in Sales Overview. A quick summary of outstanding quotes could make it easier to check the sales pipeline without opening another page.
I’ve moved this idea to Gaining Support so we can continue gathering feedback. If this could improve your workflow, add your vote and share how you’d like the widget to work.
Tracey Rubens-JOG
shared this idea
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3 votes
Thanks for your idea, Ben. Appreciate for users that process quotes this could be quite useful as a quick indicator and action item.
We don't have immediate plans for this but are considering improvements to the tasks widget so will be sure to share if there are updates on this.
In the meantime, make sure to share your idea with other colleagues that'd find this useful and we'll get a sense of the wider interest in your idea here. 🙂
Tracey Rubens-JOG
supported this idea
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114 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.
Tracey Rubens-JOG
supported this idea
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793 votes
Hi community, thanks so much for all the interest we received. The teams interview spots filled up quickly and they are now fully booked.
Apologies if you didn't manage to sign up to one of the interviews — We really appreciate your enthusiasm and may reopen the link for future research rounds. We will make sure to update here if there's more opportunity.
We will be back to share outcomes from the teams exploration.
An error occurred while saving the comment Tracey Rubens-JOG
supported this idea
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49 votes
Really appreciate hearing the detail of why this idea would be useful and how you use the Watchlist on the Homepage.
We value all the feedback we're receiving on this new experience from our customers here and will share if there are any changes for this planned, here.
Tracey Rubens-JOG
supported this idea
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31 votes
Hi team, we're pleased to share an update as we're currently developing a new homepage widget to help give you an overview of documents in files and help you take quick actions.
I'll come back to share once this is ready and begins to launch!
Tracey Rubens-JOG
supported this idea
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63 votes
Hi everyone, appreciate the tractions on this idea.
It's clear that having key tax and compliance dates visible on the dashboard would make it much easier to plan ahead and ensure due dates are met. When those deadlines live outside of Xero, it can mean extra admin and more mental load than necessary.
I’ve moved this to Gaining Support so we can capture interest and share with the product team how valuable this added visibility would be.
Tracey Rubens-JOG
supported this idea
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31 votes
Interesting thought of how the new homepage experience could be used in different ways, thanks for sharing with us here!
Our product teams are watching the feedback in these forums with a close eye and we will share if there are any updates for you here.
Tracey Rubens-JOG
supported this idea
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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.
Tracey Rubens-JOG
supported this idea
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72 votes
Great to hear you're diving into the new experience, Michele. Thanks for taking your time to share changes that you could feel could add benefit.
We'll get a feel for the interest from other beta users from your idea here and I'll make sure to share if our product teams make any plans around this.
Tracey Rubens-JOG
supported this idea
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74 votes
Awesome to hear you're getting a feel of the homepage, Charles. Thanks for taking your time to feedback on what changes would make the most impact for you.
I'll make sure to share your feedback with our product teams. For now we'll get a sense of interest from others in the beta here, and I'll keep you updated if any plans for a global setting are made.
Tracey Rubens-JOG
supported this idea
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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
Tracey Rubens-JOG
supported this idea
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803 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.
Tracey Rubens-JOG
supported this idea
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407 votes
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. 🙂
Tracey Rubens-JOG
supported this idea
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320 votes
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.
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Tracey Rubens-JOG
supported this idea
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This is such a great idea. I would love it to email me my clients bank transactions every week so I could use that data for other advisory reports I create. How long until this feature will be available? I would be delighted to be included in ay research around this feature.