Dashboard - Ability to add sticky notes/notes
To have notes in the Xero Dashboard.
Purpose: Users within the Xero org can leave the notes and easily remind one another.

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bob seymour commented
even just making the existing notes visable on the payment screens or overview screes would be an improvement, there is no way of seeing if a bill has a note from the overviews
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Anny Xie commented
This would be extremely useful.
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Freya Pieroz commented
I would love this - today, I'm in a client's accounts to do their payroll, and I could remember that one of their people was finishing up their employment some time this month, but I had to check who it was and when. Being able to make a note would help me not forget things like when their final pay needs to be run (it happens to be actually due on the day after a public holiday when a different clients payroll is also due, so I'll have a LOT of things to remember that day)!
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David Miller commented
On the dashboard - near debtors/creditors/account watchlist there should be something like a pin up board where you or your adviser can write short memos or notes.
For example, I set up a new GST code (I am the Adviser) that will require the client to select this each time their create a particular invoice. As this process is new, you could write a quick reminder to the client - so each time they log in they see the reminder (the pinup board might even flash up on the screen when they first login too as the first thing they see).
Its a bit of an extension of the DISCUSS tab - rather than a comment about a specific transaction, it is a global discuss option.
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Lisa Moore commented
Agree, notes on the dashboard would be incredibly handy
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Joanne Kelly commented
I'd like to be able to add a sticky note to a client's Xero, for any reminders, tasks or notes, that will popup when we open the client ledger.
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Jacqualyn Beer commented
It would be great for when quotes get set up as one person (a real estate agent or a rep) but the invoice has to be sent to a head office or government agency, after being checked by the original person/rep, before you can get paid.
Having a note pop up or an icon that indicates you have notes so you can check before sending and no delay in payment.
Would also be great to have a notes icon, when searching in contacts.
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Chris Curlett commented
This would be fantastic. It works well elsewhere, and it would be tremendous to have it in XERO also.
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Laurel Parkinson commented
I would just like to be able to add notes on the dashboard, for example things my book keeper has told me to do like attach car insurance bill when paying car insurance
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Laurel Parkinson commented
This would be extremely useful. Would like to be able to put reminders/notes to myself where I can easily access e.g. when paying car ins bill check gst is included....etc
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Martin Ghattas commented
It would be great to be able to make notes and/or create a to-do list on the dashboard. For example, I was over billed on a invoice and want to follow up in a couple weeks to see if the vendor provided me with a credit memo.
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Chris Curlett commented
Come on XERO how about doing something that users want done.
IT WOULD BE A FIRST!
Prove to users that you do listen to them
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Sheang Feong Chong commented
Yes yes yes!! Please add this feature!
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Jacqualyn Beer commented
This would be great if you could allocate to quotes and Invoices.
If not a pop up / sticky note that is obvious then for it to highlight a quote, invoice or contact when you search or just look at the list so you know to check the notes section. -
Shellie Hodgson commented
Ability to write a note at the top of the dashboard (like a sticky note). This will assist bookkeepers and accountants when logging in to see client specific details eg. where a job it up to, any outstanding queries or tasks that need to be completed.
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Russell Barnes commented
Would LOVE this on my Xero dashboard
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Sheang Feong Chong commented
Yes please! I want the sticky notes please!
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Anna Spencer commented
.. and sticky notes to remind myself!
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Wendy Angliss commented
This would be brilliant for month end where there is a sequence of events that need to take place and several individuals are reliant on the last step being completed. Would save a lot of phone calls/messages.
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Jan Bride commented
The notes are an excellent addition but they don't stand out and tend to go unnoticed. They need to be a different colour that stands out as soon as the page is opened.