Your new Xero experience is launching
Starting with a refreshed navigation, from September, you’ll see simpler labels and smarter groupings to help you get to what you need faster and flow seamlessly between tasks. This will be followed by a new homepage (previously the dashboard), which begins rolling out later this year.
Ready for the first change? See the new navigation in action
What you need to know
A more intuitive navigation is here
Key changes include:
- New menus for Sales, Purchases, Tax and Reporting
- Settings are available across all menus plus a centralised settings page
- Access key tools from wherever you are in Xero, including JAX, your new AI business companion
“It’s great to have Sales and Purchases as separate items. The menu items make much more sense.”
Sharon, Partner
“I like the bundle of tools consistently there on the right-hand side.”
Melissa, Small Business Customer
“Love that I can get to settings for each new menu.”
Dianne, Partner
Try the new navigation now
Explore the new navigation and homepage in our interactive prototype. This is your chance to familiarise yourself before it goes live.
Built for you, with you
3,000 customers helped shape the new experience from the start
FAQs
We’ve redesigned the navigation and homepage (previously called dashboard) to deliver a more valuable experience to our customers, based on the feedback and needs you’ve communicated. The rationale for the redesign is to show your key business performance metrics and jobs to be done at a glance, so you can take action on important tasks quickly. The redesign also lets you customise the widgets to focus on what matters most to you.
We’ve redesigned the navigation and homepage (previously called dashboard) to deliver a more valuable experience to our customers, based on the feedback and needs you’ve communicated. The rationale for the redesign is to show your key business performance metrics and jobs to be done at a glance, so you can take action on important tasks quickly. The redesign also lets you customise the widgets to focus on what matters most to you.
The navigation will be rolling out in September, followed by the homepage beginning later this year. We’ll share updates and resources on this webpage, in newsletters, emails, and in Xero to make sure you’re informed before the changes roll out to you.
The navigation will be rolling out in September, followed by the homepage beginning later this year. We’ll share updates and resources on this webpage, in newsletters, emails, and in Xero to make sure you’re informed before the changes roll out to you.
A prototype, in the context of the new navigation and homepage, is a working, interactive model of these upcoming features. It's designed to give you a hands-on preview of what the new experience will look and feel like before it officially launches.
A prototype, in the context of the new navigation and homepage, is a working, interactive model of these upcoming features. It's designed to give you a hands-on preview of what the new experience will look and feel like before it officially launches.
We've created separate sections for Sales and Purchases to help you move between tasks more efficiently. Reporting has been moved to the main navigation so you can get to important insights faster. Settings are now easier to find, available in all drop down menus and on a new centralised settings page. You'll also find a new Tax menu that gives you quick access to all your tax features. We've improved the right-hand panel to put essential tools like JAX (your AI-powered companion), search, help, notifications, and apps at your fingertips wherever you are in Xero. This means you can get what you need, when you need it, without interrupting your workflow.
We've created separate sections for Sales and Purchases to help you move between tasks more efficiently. Reporting has been moved to the main navigation so you can get to important insights faster. Settings are now easier to find, available in all drop down menus and on a new centralised settings page. You'll also find a new Tax menu that gives you quick access to all your tax features. We've improved the right-hand panel to put essential tools like JAX (your AI-powered companion), search, help, notifications, and apps at your fingertips wherever you are in Xero. This means you can get what you need, when you need it, without interrupting your workflow.
No, once you have the new navigation, there is no option to switch back to the previous version. We understand that changes can take some getting used to, if you need any help, you can find guides and tips on Xero Central or get in touch with our support team directly by raising a CX case.
No, once you have the new navigation, there is no option to switch back to the previous version. We understand that changes can take some getting used to, if you need any help, you can find guides and tips on Xero Central or get in touch with our support team directly by raising a CX case.
No, all of the data, including preferences and settings, that is shown in the new navigation and homepage is taken from the same sources in order to retain continuity.
No, all of the data, including preferences and settings, that is shown in the new navigation and homepage is taken from the same sources in order to retain continuity.
Across the whole of Xero, we are continually working to improve and enrich your experience, evolving the product roadmap to build features that aim to give you time back to focus on what matters most to you.
Across the whole of Xero, we are continually working to improve and enrich your experience, evolving the product roadmap to build features that aim to give you time back to focus on what matters most to you.