Settings and activity
69 results found
-
57 votes
Hi everyone, it makes a lot of sense to want a cleaner way to organise dashboard widgets. When related items like bank accounts or invoice summaries are grouped together, it’s easier to find what you need without much scrolling..
For now, you can use the Edit dashboard button at the bottom of the page to reorder widgets—move your most-used ones to the top and hide the rest.
This idea is now Gaining Support, so we can see how many others would like more control over dashboard layout. We’d love to hear how you’d group your widgets—keep the votes and comments coming!
Andrew G
supported this idea
·
-
11 votes
Hi Terry, it's great to hear your idea on how to make the dashboard work harder for you! Having your key reports front and center would make it more accessible.
Right now, jumping into the full reports menu multiple times a day can feel a bit repetitive, especially when you rely on certain custom reports.
For now, you can use the “Starring” feature in the Reports center. Star your favourites and they’ll appear at the top of the Reporting menu for quicker access. Some users also find it handy to bookmark report URLs in their browser for instant access.
This idea is now Gaining Support, so the product team can see how much interest there is in more dashboard customisation.
Andrew G
supported this idea
·
-
26 votes
Hi Debbie, thanks for sharing this idea! Giving a Subscriber control over the team’s homepage layout would be really useful—helping everyone focus on the right tasks while keeping sensitive information private.
Right now, each user customises their own dashboard, so it can be tricky for admins to know exactly what’s visible. For now, User Roles can limit access to certain data, or you can share a simple SOP with a screenshot of your preferred layout for staff to match.
I’ve moved this to Gaining Support so we can see how many in the community would find this helpful. Your feedback really helps guide what we look at next.
Andrew G
supported this idea
·
-
10 votes
Thanks for sharing your feedback on the new navigation, Cath. We really appreciate hearing the changes that'd make the most impact for you.Our team are monitoring this forum closely to consider further improvements.
For now, we'll get a sense of others that'd find a shortcut to Hubdoc useful, too.
Andrew G
supported this idea
·
-
Bank Reconciliation - Account Transaction / Bank Statements - Navigation at top of page
-
Screenshot%202026-02-10%20100310.png 3 KB -
Screenshot%202026-02-10%20100322.png 2 KB -
Screenshot 2024-08-14 135509.png 5 KB -
Screenshot 2024-05-15 141329.png 9 KB -
Untitled2222.jpg 9 KB -
Xero example 1.png 6 KB -
Xero Page number banner.pdf 11 KB -
Screenshot 2023-08-16 133534.png 6 KB -
Screenshot 2023-04-20 125114.png 7 KB
88 votesAndrew G
supported this idea
·
-
-
17 votes
Hi Andrea, appreciate your sharing on how having a “Tax and Reporting” shortcut on the dashboard would make accessing tax returns and key reports quicker and simpler. Navigating through multiple menus can slow things down, especially when deadlines are looming.
In the meantime, you can access your VAT return directly from the Tax menu on the navigation bar for quicker access.
I’ve moved this idea to Gaining Support so we can track interest and show our product teams how much this shortcut could help make compliance tasks faster and more efficient.
Andrew G
supported this idea
·
-
5 votes
Hi Geoffery, thanks for sharing this! We can see how a smoother experience on slower connections would make working in Xero more seamless, especially when you’re remote or have limited internet.
Right now, using the Xero mobile app for lighter tasks or clearing your browser cache can help speed things up, but we know a dedicated low-bandwidth mode would make day-to-day work even easier.
I’ve moved this idea to Gaining Support so we can track interest and show our product teams how much of a difference this would make.
Andrew G
supported this idea
·
-
18 votes
Thanks for sharing this, where you'd like an option to hide notifications like this one from the menu banner, and free up some space on the screen.
We've reviewed this. and now it's up to the community to get behind and support it. You might like to share this idea with any colleagues that this could benefit, so they can add their votes and comments about how they'd like this too!
Andrew G
supported this idea
·
-
72 votes
Hi everyone, we really appreciate your feedback and the growing support this idea has received. Our product teams have been taking on board all that our customers have shared back on the new Homepage and are currently working on improvements to the sizing of some of the widgets including the Invoices owed to you and Bills to pay widgets - The intention is to provide a smaller widget size in which drafts will be shown beside the chart instead of below, helping the visibility and ease of use as you're after here.
I'll be sure to round back and update you when this is delivered 🙂
Andrew G
supported this idea
·
An error occurred while saving the comment -
5 votes
Hi Ashley, thanks for sharing your idea. 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.
Andrew G
supported this idea
·
-
38 votes
Hi community, thank you for continuing to add your interest for this idea, and sharing what dat formats would be most useful to you. We've been listening closely to feedback we've received and right now this is one of the improvements our product team are working on. 🙂
We'll be adding a few more date options to the profit & loss widget including; this Month, this Quarter, and this Financial Year. I'll round back to confirm once these are live.
Andrew G
supported this idea
·
-
2 votes
Hi there, thanks for sharing this! it’s clear that having a quarterly budget figure on the Chart of Accounts watchlist widget would make managing your finances even easier. We can see how having that data live on the dashboard would give you a quick, clear snapshot for proactive planning without needing to switch to the full Budget Manager report.
I’ve moved this to Gaining Support so we can track interest and show our product teams how much this extra flexibility could help you stay on top of your long-term goals.
Andrew G
supported this idea
·
-
4 votes
Appreciate you sharing the need in this split of the cash in and out widget here. We're tracking the ideas we receive on the homepage closely and I'll be sure to share if there are any updates planned for this, here.
Andrew G
supported this idea
·
-
4 votes
Hi everyone, thanks for sharing this idea. Being able to have multiple versions of a widget would make it much easier to compare different data points at a glance—like this month’s sales versus the same period last year—without constantly adjusting filters or date ranges.
I’ve moved this to Gaining Support so we can monitor interest and show our product teams how having extra widget flexibility could help you see key comparisons more efficiently and get a clearer view of your business at a glance.
Andrew G
supported this idea
·
-
92 votes
Hi everyone, thanks for sharing how important automated holiday pay calculations are for you.
We’re updating the status of this idea to Accepted to show it's formally on our radar.
While we’ve already explored several options to automate holiday pay calculations, for the time being this is not a feature we have planned in our roadmap.
We understand some of you are managing these calculations manually. We’d suggest running the Payroll Activity Summary or Gross to Net report over a 52 week period to assist with these calculations.
We’re grateful for your feedback and will continue to monitor interest here.
Andrew G
supported this idea
·
-
98 votes
Hi Michele, connecting with our product team I understand you directly caught up with them on some of these points too. We really value the time you've taken to connect and feedback about these beta experiences.
I've split your feedback here to multiple ideas so we can track interest in each change separately.
I've updated the title of this idea to reflect the request to add the Account transactions' button to the bank account widget and you'll find the other idea's I've created on your behalf listed below. 🙂
- Navigation - Control which apps are recommended
- Contacts - Warning if entering contact simliar to existing (there was an existing idea for finding duplicate contacts so I added your vote to this)
- Purchases overview - View Billable expenses not billed.
- Sales overview - Ability to customise and shift Billable expenses above Quotes
- Navigation - Setting to turn off help for all…
Andrew G
supported this idea
·
-
18 votes
Hi there, thanks for the suggestion!
You're right that the current 'Total Cash In and Out' widget is fixed to a 6-month view.
While you can see longer periods by running a Cash Summary report, I understand that having that 12 or 18-month trend visible immediately on your dashboard would be much more powerful for spotting seasonal patterns.
I’ve classified this as 'Gaining Support' to see how many others would like more flexibility with this widget's timeframe
Andrew G
supported this idea
·
-
159 votes
Thanks team, we really appreciate the feedback we have received and how having more visibility of quotes within the new Homepage would be useful to customers.
With a close eye on all ideas in relation to our reimagined homepage experience we have a close eye on this idea and will share if there are any updates around this here.
Andrew G
supported this idea
·
-
21 votes
Hi team, as we continue to closely monitor feedback about the new Homepage we really appreciate your input and feedback on the view of bank accounts here.
We understand how having a more compact view of all bank accounts to see the information you need at a glance would be useful and are picking this idea up to dig deeper. I'll be back to share any news around this with you all here. Thanks
Andrew G
supported this idea
·
-
54 votes
Hi team, it's great to hear the use you find in this widget on the app. With the new homepage experience our product teams are listening closely to feedback and I've made sure to pass this on. We'll let you know if there are any plans to add this on the web version, here.
Andrew G
supported this idea
·
Agree.
The old widgets had counts for both drafts and awaiting approval above the graph - on both the bills to pay and invoices widgets.
The new widgets have this critical information below the fold, meaning it's no longer obvious and you cannot click/select either of the corresponding links without scrolling. Not ideal, and again easy to miss something important.
But this seems to be the theme with the new homepage update - so much important information moved away from immediate visibility so you need to scroll to see what you need to do. The accounts watchlist is even worse, with it's own scrollbar hiding many accounts that before could be simply scanned for issues.