Bookkeepers often review long Xero invoice and transaction lists. Ask Tweaksy to bring more clarity to the references, amounts and dates already on those pages, with changes tailored to your practice's browser view.
No account or installation needed for the preview. It uses a fictional office screen, not your software or data. Then create a free demo account to build your own changes on our demo pages: 8 standard builds a month on one computer. Your own work sites need a paid plan from £9.99 a month for two computers and the desktop Chrome extension.
Ideas to try
Small requests for a clearer working day
Start with information already visible on your page. These examples are possible requests; check the result in the preview before keeping it.
01
Highlight unpaid invoices here whose displayed due date is more than 30 days ago
Older visible unpaid entries would be easier to find for manual review.
02
Make the organisation name more prominent in the page header
The active organisation would be clearer when working across clients.
03
Keep the report's column headings visible while I scroll
Amounts would remain connected to their displayed periods and categories.
04
Use a bolder font for invoice references in this list
References would be easier to read when checking correspondence.
Ready-made changes related to these ideas
These general browser tools use the page elements your software exposes. Read their requirements and preview them on a suitable screen.
The right approach depends on what you want to change. Use Xero settings for features the product already provides, and Tweaksy for small changes on an accessible browser page.
Browser customisation
Modify the screen you work with
A request such as “Highlight unpaid invoices here whose displayed due date is more than 30 days ago” starts with information already visible. Tweaksy builds the change on that page for you to preview, then you can approve it for matching screens on your account.
Workflow automation
Know what needs the platform
If you need Xero automations to run when no browser is open, update records or move data between systems, look at the product's built-in workflows or supported integrations. Tweaksy's saved screen changes apply in Chrome when a matching page is open; they are not a background integration service.
Developer work
Connect systems or add new capabilities
For a custom Xero integration, ask the provider which APIs and developer options are available for your version and plan. A developer may be needed for data exchange, server-side logic or features outside the existing browser page.
These requests are for Xero pages in desktop Chrome with the relevant rows already loaded. They do not fetch other organisations' records, reconcile transactions, alter the books or customise the Xero mobile app.
Can I modify Xero without a developer?
For a small change to an accessible browser screen, you can describe what you want in plain English and preview it with Tweaksy. Custom Xero integrations, new stored fields and background workflows need the product's own configuration or developer tools. Start with the browser requirements above.
Are these ready-made integrations?
These are ideas for changes to request on a browser page, not prebuilt Xero integrations. The result depends on the page layout, information currently visible and your browser permissions. Preview each change on your own screen.
What information is used to build a change?
Creating a change uses your request and relevant page details, processed by Tweaksy and its AI service. Automatic filtering reduces sensitive information, but visible personal or business details can still be included. The privacy policy explains who handles your data and your choices. Try a demo or a page without confidential information first.
Does this replace Xero settings or permissions?
No. Tweaksy can adjust a page in your browser; it cannot add server-side fields, retrieve records you cannot access or change account permissions. Review any change affecting page behaviour before approving it.
What happens when Xero changes its layout?
A saved change may need rebuilding after a software update. Check it on the updated page, switch it off if needed and preview a revised version before approving it again.
Can I use it with colleagues?
Each desktop Chrome using Tweaksy needs the extension and a login to your Tweaksy account, within your plan's computer allowance. Approved changes sync to those computers. Managed browsers may require your administrator to allow the extension.
No account or installation needed for the preview. It uses a fictional office screen, not your software or data. Then create a free demo account to build your own changes on our demo pages: 8 standard builds a month on one computer. Your own work sites need a paid plan from £9.99 a month for two computers and the desktop Chrome extension.
Product names belong to their respective owners. Tweaksy is an independent product made by OptiCab Ltd. Listing a product does not imply a partnership, endorsement or verified compatibility with every screen.