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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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.
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Dino Del Medico commented
would be extremely useful to add notes to the dashboard to cover the work status
This would be a great idea for reminders and to pass info to other within the business
I keep post it notes on clients folders for reminders but would be more useful on the actual dashboard of xero for when you log on
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Mark Sydney commented
would be extremely useful to add notes to the dashboard to cover the work status
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Helen Hogan commented
This would be a great idea for reminders and to pass info to other within the business
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Amber Grice commented
I keep post it notes on clients folders for reminders but would be more useful on the actual dashboard of xero for when you log on
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Joana Mendes commented
This is a must. Under each Contract, we could set up the internal note and be able to select if this is to show on Invoice/Quote/PO/Bill Page, and also be able to select if this is a one-off note or a recurrent note. Thanks
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Alana Porter commented
Feature to add - Screen notes/pop ups for new invoices/bills/etc
Handy feature to add that I've had in other programs would be for the option to add a pop up screen note/internal reminder for individual companies when adding a new invoice or bill. Something that can be added and removed as necessary. -
Vanessa Townsend commented
Would love to be able to write notes on a project for team to view
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Amber Grice commented
Having a "post-it-note" option on your dash board
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Mohamed Rahim commented
This is pretty essential and must not be too hard to do as we have similar functionality in the reconciliation discuss tab. Just take the code from that box and put a version of it on the dashboard! Perhaps you could have one tab as notes from adviser and one tab as general notes. Guess you can put a character limit on the box to prevent it being used for anything more than quick notes!
Hopefully someone from Xero will see sense and put this in ASAP.
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Jan Bride commented
I agree whole heartedly with all previous comments. It would be so helpful if a separate page could be set up for notes in general and when clicking on a contact or creating an invoice we are aware of any notes that have been generated.
It has been on our wish list for a long time and not having a notes page is the only downside to using Xero. -
Paul-John Mudie commented
Good idea - whilst they could be applied to the dashboard they could also be used on contacts too
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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.