Today, I’m excited to share the beta launch of our new navigation and homepage (previously called the dashboard) experience. This goes beyond a fresh new look and a change in name, it’s the new home of all your business key insights and actions. Built for you, with you, this beta is the next step towards a more intuitive and insights-rich Xero.
Our goal is simple: empower you to see your business’s true performance at a glance and tackle the most important tasks, quicker. That means more valuable time back for what matters most. And soon, we’ll begin testing this exciting new experience with a group of Xero customers who have joined the beta.
I know that many of you will be curious about what’s ahead, so here’s your sneak peek of the new navigation and homepage experience.
Every time you log in, the Xero navigation and homepage are your gateway to managing your business, so we know how important it is that we get this right.
That’s why we’re committed to building it with you, for you. We co-created this experience with almost 3,000 of you – small business owners, accountants and bookkeepers – across Australia, New Zealand, the United Kingdom and the United States. Your feedback, pain points, and desires shaped every single element, ensuring this new experience delivers what you need.
And throughout this beta, we’ll keep asking for your input, keep refining, and keep building a Xero that truly works for you, your business and your future.
So, what’s changing?
You told us you want to find what you’re looking for more easily, so we’ve simplified navigation labels and grouped tasks more intuitively. This means you can find what you’re looking for, faster, glide seamlessly between tasks, and ultimately unlock even more value from your Xero subscription.
You said you wanted easier access to key resources from anywhere in Xero. The improved right-hand panel lets you search, see notifications, get help, take quick actions, and use JAX (your GenAI-powered business companion), saving you valuable time.
Stay tuned over the coming months as we reveal more about the capabilities the new navigation will unleash.
The homepage is the central hub of your Xero experience. Now with even more insights, the homepage gives you a quick, comprehensive view of your business performance every time you log in, allowing you to identify and act on critical tasks faster.
You said you want the data and insights to make smarter business decisions. So, we’ve introduced several powerful new widgets and supercharged the widgets you know and love.
New widgets, including task list, recently paid invoices and net profit and loss, give you critical financial information, immediately visible and actionable from your homepage so you can manage your business more confidently. This means you can:
With these key insights front and centre, you can make more timely and effective business choices, whether it’s managing expenses, chasing overdue payments, or planning for the future.
Plus, we’ve supercharged existing widgets, like the chart of accounts watchlist. It now shows more information to help you track against your monthly budget with precision.
And because every business is unique, you can customise your homepage to display the figures and insights most vital to you. This is just the beginning.
We’ve notified our beta participants by email today that they’ll have access to the new navigation and homepage beta from next week. Not in the beta? You’ll soon be able to get a further sneak peek via an interactive prototype on the new navigation and homepage webpage. And, if you’d like to be part of future betas to help shape the future of Xero together, consider joining our research panel to participate in surveys and studies and get exclusive access to new features and prototypes.
Over the coming months, we’ll collect feedback from our beta users to refine the experience. Once testing is complete, the new experience will gradually roll out to all of you. But our commitment to delivering you an improved Xero experience doesn’t stop there – we’ll continue to enhance and build with input from you, our community, ensuring Xero evolves with your business needs.
I’m really excited about this change and the benefits for you and your business. We’ll be here to help you prepare for it before it begins to roll out later this year, and will support you every step of the way. You’ll even have a chance to test drive the new homepage before it launches, so you can understand the changes on your own time.
We’re updating all our education materials, including YouTube videos and Xero Central articles. You’ll also have access to comprehensive guides (both written and video) and product demo videos to help you navigate these changes. And as always, our dedicated support team will be ready to assist with any tricky questions.
We’re incredibly excited to build the future of Xero together with you and we can’t wait for you to experience the new navigation and homepage. Keep an eye for more updates soon.
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