Settings and activity
69 results found
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22 votes
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…
Andrew G
supported this idea
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29 votes
Hi team, we wanted to share an update as this will be possible within the new Xero Homepage!
You'll find with the new Chart of accounts watchlist widget you'll be able to reorder by any column in the watchlist 😊
You can currently try out the new Homepage in the demo company. I'll be back to confirm when this is live to all users. Thanks!
Andrew G
supported this idea
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310 votes
Hi team, as you may have seen from our Designer Jen's message this idea is in discovery with the team now doing some testing on early concepts.
We'd love to have your input as part of this and if you'd like to take part we invite you to fill in this quick survey. 📝
While we may not be able to invite everyone into these sessions our team will be in touch over the next few weeks.
I'll be sure to share any further updates on tyhis with you all here. Thanks!
An error occurred while saving the comment Andrew G
supported this idea
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7 votes
Hi team, thank you for sharing back with us on the new homepage here.
Right now we are working on developing some of the widgets to allow more control of the view and information you see. As an example we are developing the Invoices owed to you and Bill to pay widgets to provide the ability to resize and change the information that is shown.
We will keep you updated on the release of these here.
An error occurred while saving the comment Andrew G
commented
The biggest issue with the new design is that when compared to the old dashboard, the new design applies a greater cognitive load to do the same task.
This is not a "learning" or "training" issue as Xero like to keep reiterating to us, but due to a design driven by technical choices rather than a focus on accessibility and/or end-user efficiency.
By far the biggest change/issue comes from the new dashboard preventing us from processing information in simple columns of data with little white-space. Instead it forces widgets into a horizontal layout of all the same height, resulting in some widgets (e.g. chart of accounts) which require scrolling internally within the widget to see all information, and other widgets having an excess of white-space requiring greater scrolling of the page itself.
90% of the issues being raised by people can be solved by switching to a column-first vertical layout with variable height widgets (per the old dashboard), rather than adopting a grid layout with fixed-height rows and widgets that must be a factor of that row height.
Andrew G
supported this idea
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55 votes
Appreciate the extra details shared by everyone here.
We'll continue to get a track of the interest in a specific widget for accessing reports from the Homepage and share if there are any developments planned around this.
Right now, just to highlight what is possible - You can favourite a report from the Reports centre including a custom report you've set up to make this accessible from the Reporting drop down menu in the navigation.
An error occurred while saving the comment Andrew G
commented
What's even worse - when you have the profit and loss widget enabled and displayed, clicking the title takes you to Xero's default P&L report - not our version of the modified report.
The problem with Xero's default report (and one reason why I do not trust any of the comparison data presented by the widget re. previous year figures) is that the default report treats Corporation Tax as an Administrative Cost in the report - and as a result there's no accurate pre-tax profit value.
The P&L widget should be comparing like for like - in other words, periods in this financial year when compared to previous year should both be inclusive (or exclusive) of corporation tax - we should compare apples to apples, and oranges to oranges, not mix-and-match to the whim of Xero's default reporting. Given that it links to a broken P&L report, why should I trust what it tells me?
Andrew G
supported this idea
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524 votes
Hi team, while the status of this idea remains unchanged from our last post we did want to provide an update in the channel here.
As shared previously there's the possibility of exploring third-party apps like Google's High Contrast, which allows you to change the colour on your screen so it's easier to read.
Our Xero Accounting app is a bit of a different kettle of fish and for iOS users there is a dark mode available from the 'Appearance' option that you can navigate to from the 3 dot menu in the top right of the app screen.
Though we fully understand and appreciate needs for wanting dark mode, the ability to develop this requires resource from across all areas of product to implement in the web version. Providing dark mode is not on our current roadmap.
If there are any further changes to share we will provide further…
Andrew G
supported this idea
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An error occurred while saving the comment Andrew G
commented
It's not important or critical for me personally, hence I've not voted, but I certainly +1 this suggestion... in this day an age, and given how easy switching CSS/styles are based on user preferences, there is absolutely no reason to not provide this in this day and age.
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485 votes
Hi everyone, we thoroughly appreciate the feedback we've been receiving about the sizing of widgets and desire for more flexibility with these.
Our product teams are currently working on updates to allow resizing of more of the widgets on the Homepage.
There are considerations that weigh into what's possible' like what information sits within each widget.
The resizing will work in the same way as what has been provided with the Cash in and out, and Chart of accounts watch list widget.
I'll be sure to keep you updated here as new widget sizes are rolled out. Thanks
An error occurred while saving the comment Andrew G
commented
Hi Kelly, not sure if this is to what David refers, but your statement is only correct when there are transactions to reconcile.
When everything is reconciled the CTA button reverts to a "View account transactions" button.
That said, even if you just remove that CTA button, the actual problem will not be rectified as the issue that each widget is fixed height as a factor of the grid's row height will continue to pose issues in the widgets being larger (i.e. taller) than they need to be.
An error occurred while saving the comment Andrew G
commented
Thanks for the update Kelly, but I'd also like to reiterate what others have noted. The proposed solution to follow the existing widget capabilities of smaller/large sizes does not meet the requirement people are requesting.
Specifically, most people are asking to make some widgets smaller, and/or have a "compact" view with less white space, smaller fonts, etc. (that should naturally flow from having a smaller sized widget), and/or (as in my case) having widgets like Chart of Accounts full height (i.e. taller/longer, not wider, spanning multiple rows in the grid) so that all accounts are shown.
I'm unsure whether the product team at Xero are being deliberately opaque, or whether efficiency and usability of UI is just something Xero product management doesn't understand - but overall, the handling of the new homepage design, technical implementation, and roll-out is not giving Xero a good look.
An error occurred while saving the comment Andrew G
commented
Hi Kelly, just to follow-up on a comment I've seen made several times in your responses. Specifically this:
"[...] changes to the 'Cash in and out' and 'Chart of accounts' widgets so when customising your view you'll now have the options to 'Make larger' or 'Make smaller'."
This option doesn't really address the main feedback point - at least from my perspective. These options simply "stretch" the widget from 1 to 2 columns, and back again.
With the chart of accounts widget, they do not change the height, and consequently do not get rid of the scrollbar, and still prevent us from seeing the full list easily.
In respect to those widgets with graphs, they simply stretch the graph. If 6 months data is shown in 1 column view, then 6 months is still shown in 2 column view - it would be much better if the additional real estate was also used to increase the actual data shown (e.g. 6 months when the widget is 1 column width, 12 months when the widget is 2 columns wide).
I do appreciate the feedback and updates, but it really does sound in many cases that the product team are really missing the crux of our feedback points, and do not seem to be addressing the underlying usability problems.
An error occurred while saving the comment Andrew G
commented
Having played around a little more, I'd also suggest that some of the widgets need a "compact" setting - especially the account watch list - to reduce the amount of spacing between each of the rows.
Using both "compact" and being able to resize the height to enable all watched accounts to be shown in a list without the scrollbar would be far better to detect discrepancies quickly.
Andrew G
supported this idea
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An error occurred while saving the comment Andrew G
commented
Make the Chart of Accounts widget resizable in height.
It now has a scrollbar within the widget. I preferred the old widget that shows all the accounts in a list without the scrollbar. Alternatively, provide an option for it to be dynamic in height based on the number of accounts being shown.
I now have to scroll the widget view itself to see important accounts, rather than all accounts being visible immediately. There's a good chance I might miss something important.
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1 vote
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 🙂
Andrew G
shared this idea
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10 votes
Hey team, thanks so much for sharing this idea and the detailed examples – this is really helpful. We’ve move it into the gaining support stage so it can be considered alongside other potential navigation improvements. Please encourage your friends and colleagues to vote and comment to support this idea ✨
Andrew G
supported this idea
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5 votes
Thanks for the feedback here, team. We don't have any plans for enabling the ability to return to a default / initial state of the homepage, for now we'll keep a watchful eye on the support in this idea, here.
However we have a somewhat related idea that our product teams do intend on exploring further around providing template or view options to help users with basic layouts that you may be interested in joining too.
Andrew G
supported this idea
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3 votes
Thanks so much for taking the time to share how the moving graphs on the homepage feel for you – I’m really sorry they’re causing frustration and distraction.
We introduced the animations to help bring key information (like money in and out, or what’s owed and due) to life and make it easier to see changes at a glance when the page first loads, rather than having everything appear as a static block of numbers. The bars “rising” from the baseline are there to show the most up-to-date figures and make comparisons a bit clearer, not to get in the way of your work.
That said, we completely understand that movement on screen doesn’t work well for everyone, and it’s important you can focus on your tasks without visual noise. At the moment there isn’t a way to turn these homepage graphs off, or to disable the animation just for…
Andrew G
supported this idea
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31 votes
An error occurred while saving the comment Andrew G
commented
Not only is it incorrect, for some reason when you click on the various links in the widget it takes you to their broken report - even though the P&L report has been fixed/updated by us, and this is now what's linked by default from the various menus - the widgets don't take account of this.
Seriously, this is such an obvious defect and filters through everything, it makes pretty much all of the new analytics widgets pointless.
Andrew G
supported this idea
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15 votes
Appreciate you raising this with us here, Fred.
This is something we're monitoring feedback of and would be good to hear from others on your idea here that'd also appreciate this option further up the widget.
As another simple way of creating an invoice there's the keyboard shortcut '/i' that'll open Search with an option to create 'New invoice'.
Andrew G
supported this idea
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29 votes
Hiya team, appreciate all the input you've each shared with us on the needs in keeping some information private, and less visible to others that may be working close by.
Understanding the needs here, I'd like to share this is a piece of work our team have picked up and in the initial stages of working through.
I'll be sure to keep you updated as this work progresses, here.
Andrew G
supported this idea
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3 votes
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 🙂
Andrew G
supported this idea
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20 votes
Really good to get this sort of detail about aspects of the homepage that you feel could be condensed or removed to help with your experience of the homepage. We're continuing to get an understanding of community interest around this and hear any further detail of where within the page you feel space is unnecessary. Thanks
An error occurred while saving the comment Andrew G
commented
Agree 100%.
I've recommended in other posts that they need to provide an option for the accounts watchlist to show ALL accounts and to remove the scrollbar. (Ideally, this would be through a combination of a "compact" mode to remove excessive spacing, together with additional vertical* resize capabilities.) Unfortunately, current feedback for both of these options is not being progressed - indeed they don't seem to appreciate the inefficiency the new UI has introduced to people's internal processes and workflows.
I only hope this is fixed for everyone quickly.
* The technical issue they've created for themselves is that they've adopted a grid layout, which means that vertically resizing widgets is now more problematic/difficult than it was before (although not impossible) - especially when the content of that widget can be dynamic as with the account watchlist.
An error occurred while saving the comment Andrew G
commented
Agree 100%.
I generally wouldn't mind because you can use the browser zoom to increase/decrease the font size. However this no longer works with Xero because:
a) the number of columns on the homepage changes as you zoom in/out, switching between 2, 3 and 4 columns.
b) the rest of Xero is also impacted by this zoom factor - so you make the homepage look good at a reasonable font size (by zooming out), but then the older pages elsewhere in Xero have such a tiny font they're unreadable.
It's fundamentally bad design to have some pages use large fonts, some pages use small fonts, and for there to be no consistency in the product overall. Makes usability so much worse.
Andrew G
supported this idea
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3 votes
Thanks so much for taking the time to share this. I really appreciate how clearly you’ve explained the impact the new homepage is having for you, especially around feeling overstimulated and losing the clear flow the previous list-style layout gave you.
I can absolutely see why having a list view would make the experience feel more manageable, particularly when you’re working across so many accounts. Your feedback is thoughtful and specific, and it helps show how important flexibility and accessibility are in this space.
We’re moving this feedback into gaining support internally so it can help build visibility around the need for a list-style option and a less overwhelming homepage experience.
Andrew G
supported this idea
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2 votes
Thanks for your feedback on this and sharing how this would be useful to your flows, Lisa. We're taking feedback about this widget on board and considering what additional items would be most useful to customers. I'll be sure to share any updates if there is progress for adding billable expenses to this view.
Andrew G
supported this idea
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5 votes
Thanks so much for taking the time to share this, and for calling out how the renew / refresh bank feed experience on the new homepage.
We’ve moved this idea to Gaining support. This means it’s not currently scheduled on our roadmap, but we agree it could improve key banking workflows, so we’re now watching community votes and comments to help us prioritise it alongside other homepage and bank feeds work.
Please keep adding any extra details about your workflow (for example, how often you’re refreshing and how many bank accounts you manage) and encourage others who’d benefit to add their vote — that will help us understand the impact when we’re reviewing future changes to the homepage bank accounts widget.
Andrew G
supported this idea
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Homepage - Ability to control what messages and adverts appear
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Xero%20homepage.docx 64 KB -
Auto%20Reconcile%202.png 7 KB -
Set%20Up%20Payments%20-%20every.%20single.%20invoice..png 76 KB -
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Syft.png 7 KB -
Chasing%20Payment%201.png 4 KB -
Case%20-%20Dashboard%20Banner%20%E2%80%93%20Xero%20Central.pdf 133 KB -
Screenshot%202025-09-02%20at%2011.40.45.jpg 153 KB
72 votesThanks for your feedback about this.
The community can now get behind and support this idea.
Along with votes, other members can now comment to share their thoughts.
Andrew G
supported this idea
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As other have noted, it would also be more useful if ALL other widgets worked with the Tasks widget correctly.
VAT actions are also missing, along with draft invoices/bills to approve, not to mention other things I've noticed that I can't remember right now (it was something I missed scanning the new layout and also wasn't flagged in the task widget).
Having accounts with payable amounts (e.g. wages payable, etc.) would also benefit from being flagged if the system knows that payments are being handled manually (i.e. there's no bill pending - which should report as a task anyway - or wages payments wasn't handled via open banking, etc.).
Overall it feels like the Tasks widget could have been a game changer, and yet it seems to report ~25% of the actions that need to be taken.
Perhaps having some form of task priority would help. For example, overdue bills over 30 days are a high priority, overdue bills under 30 days are normal priority, and draft bills are low priority - and we can adjust the view of this widget to display, for example, in date or priority order.