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71 results found
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2 votes
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Andrew G
supported this idea
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306 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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5 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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54 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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501 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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3 votes
Hi there 👋, just trying to better understand your feedback here can you share an image of what you're seeing? Right now the ability to 'View account transactions' is only shown from the 3 dot drop-down menu on a bank account, and shouldn't obscure your view of other widgets unless in the menu.
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.
Andrew G
supported this idea
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1 vote
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Andrew G
shared this idea
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7 votes
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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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2 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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24 votes
✨ Thanks so much for sharing your feedback on being able to blur or conceal sensitive bank information on the new Xero homepage.
Our community team have reviewed this idea and it’s now in Gaining support, which means it’s open for votes and comments from other customers who’d also benefit from more privacy controls on the homepage. ✨
While we’re still exploring additional options but there are a couple of protections already in place today:
- ✨ Access to banking information on the homepage is controlled by user roles and permissions, so only users with the right level of access can see sensitive banking data. This is the Invoice Only permissions.
- ✨ You can customise the homepage to show or hide bank accounts, so you’re not surfacing accounts you don’t want on your dashboard.
We’ll keep monitoring the interest and the use cases shared here as we look at how to…
Andrew G
supported this idea
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3 votes
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Andrew G
supported this idea
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18 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.
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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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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11 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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4 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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Case%20-%20Dashboard%20Banner%20%E2%80%93%20Xero%20Central.pdf 133 KB -
Screenshot%202025-09-02%20at%2011.40.45.jpg 153 KB
69 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.