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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Emma Rosenblatt (Accounts) commented
This is a great idea. It would be really helpful if we could make some notes always pop up when we create a bill or invoice!!
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Melissa Appleby commented
The ability to leave notes for client / other Xero file users on the dashboard would be very helpful.
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Kelly Jackson commented
This is a brilliant idea!! It would be nice to add a note on to the dashboard to remind me if the client is set up on Direct Debit for VAT or not :)
Also, for other staff members, should someone be off sick, a short guide could be added.
The choice of whether it's visible to the Advisors only or the clients as well would be good too.
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Michelle Maurice commented
Yes add notes and reminders so when we log into a clients Xero we can see notes straight away that we might have added last time or a reminder to check something. I have been wanting this for ages.
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Cathy Empson commented
This would be great, we have a few people dealing with the dashboard and it would be good to leave notes to let others know why it's not reconciled yet or who it is assigned to to investigate so that different people are not chasing the same things or people who are meant to be doing something understand that the item is assigned to them
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Helen MacGregor commented
Love a list, so a "To-do List" on the dashboard would be awesome with due dates.
Even a calendar too for recurring dates like PAYE payment dates and beer duty dates and other deadlines.
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Nicholas Smith commented
Yes - a pinned note with rich text formatting (eg. Bold, Underline, Text Colour) is incredibly critical.
The ability for this note to popup upon Contact select on Invoicing/Bills would also be incredible (ie. when Customer selected on New Invoice, popup with Pinned note becomes visible to alert user of any critical information about customer).
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Luke Ensabella commented
Great idea and I would use this significantly! Xero please develop this!
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Katie Silverstein commented
Create an accounting to-do list on the dashboard. For example, the HR system Rippling has a feature like this. You can sort tasks by completed/ uncompleted/ all tasks, by due date/ employee/ priority, etc.
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Anja Carr commented
Would be great to put a reminder up for certain dates.
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Lauri Matthews commented
This would be very useful. Especially if everyone could see it.
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Eric de Jager commented
Yipp or even just making notes for yourself to see in your Dashboard