Settings and activity

2 results found

1. Homepage - Simplify layout

   •  

   •  

   •  

   786 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   424 comments  ·  New Homepage » Homepage  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   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

   Alison Sanderson supported this idea  ·  12 August, 2025

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

   403 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   71 comments  ·  New Homepage » Homepage  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   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. 🙂

   An error occurred while saving the comment
   Alison Sanderson commented  ·  12 August, 2025  ·  Edit…  ·  delete…

   Yes, agree. There is a LOT of initial information and it's very 'busy'.

   Save Submitting...
   Alison Sanderson supported this idea  ·  12 August, 2025