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  1. 88 votes

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    Hi everyone, thanks for your feedback on the Xero Files changes. We appreciate you explaining how important direct drag-and-drop is to your workflows.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

    Sandra Phippen Business Management Services supported this idea  · 
  2. 9 votes

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    Sandra Phippen Business Management Services supported this idea  · 
  3. 27 votes

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    Thanks for sharing your feedback on the new updated Files. We appreciate the time you've taken to bring this to our attention. We've reviewed your idea and moved this to gaining support, now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

    Sandra Phippen Business Management Services supported this idea  · 
  4. 403 votes

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    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. 🙂

    Sandra Phippen Business Management Services supported this idea  · 
  5. 92 votes

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    Thanks for letting us know changes that could improve your experience with the new homepage. It's great to have your feedback on Product ideas here.

    We're keeping an eye on what our customers are sharing back here and if there are any updates to share we will let you know, here.

    Sandra Phippen Business Management Services supported this idea  · 
  6. 78 votes

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    Hi team, thanks for feeding back on my last update, it's good to hear how the contrasting has or hasn't helped solve needs for differing users.

    We appreciate further context of your needs here and want you to know this is something our team have still been looking into.

    We now have a piece of work underway that when released will show borders around widgets on the homepage 🙂 Though I can't give timeframes for this as yet, I'll keep you looped in on further updates for this here.

    Sandra Phippen Business Management Services supported this idea  · 
  7. 486 votes

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    Hi everyone, we know being able to have more control over widgets on your Homepage will improve our users experience and want to share a quick progress update on where things are at:

    Currently the Cash In & Out and Chart of Accounts Watchlist widgets have toggle options for smaller and larger size options.

    Right now, our product team is actively working on expanding and improving size optionality (rather than just the ‘larger’ ‘smaller’ selections) to more widgets - This will include the Invoices Owed to You, Bills to Pay, Chart of Account, Cash in and Out and Recent Invoice payments widgets. The approach we’re taking will give you additional size selections for these widgets, and more customisation of what’s shown within the widgets.

    Understanding from feedback, that our customers are looking for even more flexibility beyond these size options, our team is continuing to explore further enhancements that'll be…

    Sandra Phippen Business Management Services supported this idea  · 
  8. 789 votes

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    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…

    Sandra Phippen Business Management Services supported this idea  · 
  9. 81 votes

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    Sorry to hear you're not liking the refresh of the Files inbox, Felicity. The intention is to make managing and working with your files simpler and more efficient.

    Just to confirm, when you say this has added extra clicks for you - would that be the need to go to the Archived tab to access a fioder you've moved a file to?

    Sandra Phippen Business Management Services supported this idea  · 
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    Sandra Phippen Business Management Services commented  · 

    Very disappointing change and unrequired - very frustrating - no communication. Slowing down work performance, and complicating a simple file structure that was easy to use for all users of xero - Bookkeepers- their clients - and their accountants.

    Alot more clicks required to view document in inbox now.

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    Sandra Phippen Business Management Services commented  · 

    Please revert back to the old format - this change has slowed down work performance and created inefficiencies.