Settings and activity
2 results found
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26 votes
Appreciate hearing your feedback on this here, Tania. I can assure you our teams did a lot of testing with all aspects of the homepage prior to it's rollout however we totally understand there are different views of what information would be most valuable, where. This is exactly the type of thing we're keen to hear and understand the appetite of through product ideas.
Just to confirm for everyone coming across this idea - While slightly changed in terms of placement it's possible to view Drafts for Invoices and Bills in their related Invoices owed to you, or Bills to pay widgets.
This is now found beneath the graph where you can click the 'x' drafts text to go straight to the list of draft invoices (or bills) - see image
We don't have any immediate plans for changing the placement of the Drafts link within the Invoices owed to…
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Nadine Coetzer
supported this idea
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An error occurred while saving the comment Nadine Coetzer
commented
Include Draft Bills and Draft Invoices to the new updated Home Page as a wiggit as these can easily be forgotten
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267 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 Nadine Coetzer
commented
I would also really appreciate reminders not only for Clients or Suppliers, but specifically email reminders when invoices are due. It does not have to be daily, weekly reminders would work perfectly. It would also be great if these could be grouped together, so there is no need for individual reminders for each invoice.
In addition, I would like the ability to create general notes or reminders in one central place within Xero, something like a dashboard or shared reminder section that is easy to access.
Nadine Coetzer
supported this idea
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Hi Kelly, thanks for the update and for taking the feedback on board. I’d like to add my support for making Draft invoices and Draft bills more visible and accessible, ideally higher up in the widgets and with a bit more detail. For many of us, drafts are something we work with every single day, and being able to see them quickly (along with outstanding invoices, bills still to pay, and any notes/reminders) would genuinely make the homepage more useful.
At the moment the homepage feels quite graph-heavy and cluttered, and when you’re already under pressure it helps to see only what’s necessary for actioning tasks. If I need graphs or trends, that’s something I’d typically look at occasionally, but the daily view needs to prioritise what needs attention now. Also, the graphs aren’t always fully current, which makes it even more important that the key operational items, drafts, outstanding items, and reminders (like VAT submission) are front and centre.
Thanks again for listening, I’m definitely keen to see this improved.
Also, as an afterthought, it would really help if we could resize the widgets, make them bigger or smaller depending on what we need to focus on. For example, I’d love to expand the Tasks widget (and hopefully custom reminders/notes in future) so the important operational items are visible at a glance, without extra clicking or scrolling.