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  1. Files - Ability to add note to a file in the library

    3 votes

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    0 comments  ·  Contacts & files » Files  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate you sharing feedback, Erzsebet. However we do ask that each post be contained to a single idea in a feature to help;

    • other members know what they're voting for
    • product teams get a sense of the interest for a particular change
    • us provide updates on any progress for a change

    Being upfront, the new homepage will replace the Dashboard experience over the coming weeks, and we cannot maintain both experiences long term.

    To help with some of the notes you've raised on your needs;

    • You can view draft invoices/bills from the Invoices owed to you/Bills to pay widgets - This now sits beneath the graph
    • # of items to reconcile should be visible from each Bank account widget, as well as within the Tasks widget
    • Net profit or loss widget will provide a quick gauge of the clients FY

    I'll update the title of your idea here for the…

    Erzsebet Kovacs shared this idea  · 

  2. Homepage - Simplify layout

    793 votes

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    424 comments  ·  New Homepage » Homepage  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for your continued feedback and we appreciate you sharing your sentiment here. We’re continuing to evolve the Homepage experience to better meet more of our customers’ needs, and your input is a big part of shaping those improvements.

    One of the strongest themes in the feedback has been widget sizing. We’ve now released resize options for the Tasks, Invoices owed to you, Bills to pay, and Net profit and loss widgets, in addition to the Chart of accounts watchlist and Cash in and out widgets.

    For the small size Invoices owed to you and Bills to pay widgets, once you’ve saved your Homepage, you’ll also see an option to toggle the chart on or off if you’d prefer to focus just on the figures.

    There’s more updates in the works, and I’ll keep sharing further updates with you here.

    An error occurred while saving the comment
    Erzsebet Kovacs commented  · 

    I’d like to comment on the “Customise” suggestion from the perspective of an accounting practice.

    We log into many client accounts every day — sometimes up to 50 organisations. In this workflow, it is simply not realistic to customise the homepage for each client. What may work for a single business owner does not work for firms managing multiple entities.

    Efficiency is critical for us. Any extra steps, clicks, or visual changes multiplied across dozens of clients directly impact productivity.

    Please consider keeping the option to continue using the current dashboard. For many accounting firms, it works well and supports a fast, consistent workflow.

    This is not just a preference issue — it affects daily operations.

    An error occurred while saving the comment
    Erzsebet Kovacs commented  · 

    The homepage feels overcrowded. It would be great if there were an option to switch back to the currently used homepage and keep that available. This new version doesn’t help my work at all.

    Erzsebet Kovacs supported this idea  ·