Settings and activity
6 results found
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67 votes
Hi everyone, thanks again for sharing input on widget placement on the homepage.
As mentioned in our last update, once you Edit Homepage and Save the layout this will be saved for that screen size. If you change screens a prompt is also surfaced to explain that you may want to reset and save your layout.
While we don’t have plans to allow vertical stacking at this stage, we're improving the edit experience. This will make it easier to see how changing a widget's position shifts other items on your screen. I’ll let you know as soon as this is released.
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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 -
Auto%20Reconcile%201.png 5 KB -
Syft.png 7 KB -
Chasing%20Payment%201.png 4 KB -
Case%20-%20Dashboard%20Banner%20%E2%80%93%20Xero%20Central.pdf 133 KB -
Screenshot%202025-09-02%20at%2011.40.45.jpg 153 KB
70 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.
Debora Walsh
supported this idea
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25 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…
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83 votes
Hey team thanks for supporting this idea of bulk adding or removing tracking options on invoices and bills.
We have moved thi to Gaining Support so you can tell your friends and colleagues that they can oet and comment on this idea.
Our Product team will keep an eye on this as it gains more support, although there is no work on this currently, it's good to know which features would be beneficial to users for the future.
Debora Walsh
supported this idea
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An error occurred while saving the comment -
236 votes
Hi everyone, thanks for sharing your feedback on prepayment and accrual schedules. We appreciate you explaining how important this is for your month-end processes and workflow efficiency.
I’d like you to know your idea's been carefully reviewed by our product team. They appreciate and understand the need for tracking revenue and expenditure related to prepayments and accruals, however at this time with other initiatives in the roadmap such as improving the bill creation and payment processes there are currently no plans for this in the pipeline.
We’re keeping a close account of the support in this here, and will continue to review this opportunity within future planning. If there’s any progress made I’ll be sure to share with you all, here.
Debora Walsh
supported this idea
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478 votes
Hi everyone, we thoroughly appreciate the feedback we've been receiving about the sizing of widgets and desire for more flexibility with these.
Our product teams are currently working on updates to allow resizing of more of the widgets on the Homepage.
There are considerations that weigh into what's possible' like what information sits within each widget.
The resizing will work in the same way as what has been provided with the Cash in and out, and Chart of accounts watch list widget.
I'll be sure to keep you updated here as new widget sizes are rolled out. Thanks
Debora Walsh
supported this idea
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An error occurred while saving the comment Debora Walsh
commented
New Home Layout
As I work with 12 bank accounts, it would probably look better if the tiles were slightly smaller. The balances are also too visible. If we need to open Xero while someone is nearby, the bank balances can be clearly seen, which is not ideal.
I prefer having the tiles side by side as in the new layout rather than stacked vertically. That way I can see everything at a glance without having to scroll up and down. I removed the unnecessary widgets and left only the bank accounts.
One thing I am not liking in the new Xero version is the pop ups suggesting apps or functions. I would appreciate being able to log in and simply do my work without unnecessary interference. When I am processing something, I want to move through it as quickly as possible.
A better approach would be to create a tab called “New Xero Ideas” and let users browse it if they wish, where they can explore suggestions for apps or payment facilities in their own time.
It would be good if there was a way to automatically populate or bulk apply the same department and staff member across all lines on an invoice. Ideally, a feature that allows this information to be applied once to the entire document would significantly improve efficiency.
I might have 20 lines on an invoices and if all items sold refer to the same department and salesperson it would facilitate if I could click on button and repeat these fields on the invoice. The invoice or bills pre setting only work if I am always using the same department and the same staff name which is not the case when you are in retail with new customers regularly.