Settings and activity

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1. Homepage - Simplify layout

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   424 comments  ·  New Homepage » Homepage  ·  delete…  ·  Admin →
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   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

   Sharon Asplund supported this idea  ·  11 March, 2026

2. Bank Reconciliation - Turn off auto-reconcile prompts

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   15 comments  ·  Automatic bank reconciliation beta  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for everyone's feedback on your experience with auto bank rec, here. The aim of this feature is to improve and build more efficiency in your reconciling your bank account, however we understand and appreciate feedback here on where users would prefer to more control and options, as well as the option to dismiss the banner.

   Right now, as some in the thread have noted auto reconcile can be turned off for each of your bank accounts at any time. From the main Bank Reconciliation screen, click on the ‘Auto-reconcile’ settings button to manage your settings.

   We're currently looking into more controls and settings for auto reconcile that may better suit needs shared in this thread, I'll round back to share more on this as it develops.

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   Sharon Asplund commented  ·  06 January, 2026  ·  Edit…  ·  delete…

   I really want the ability to turn this off to prevent my clients from misclassifying bank transactions.

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   Sharon Asplund supported this idea  ·  06 January, 2026