History & Notes - Enhance visibility of notes
Suggestion for Enhancing Note Visibility in Xero
When writing notes for any invoice, bill, or manual journal in Xero, the notes are typically placed in the History column. However, this makes them less visible to someone new who might review these documents. If these notes could be added as sticky notes at the top corners of the page, they would be more prominent and could help avoid potential mistakes caused by missing information. Additionally, creating an alert for anyone new accessing these documents would ensure they are aware of important notes. Highlighting these notes could further enhance visibility and capture attention more effectively.
Sumy Biswas
shared this idea
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Lisa Heeps
commented
I agree that Notes need to be more prominent - before the update the Note tab had a number next to it and so it was obvious that this tab needed to be checked as it indicated a Note has been uploaded. With the Note tab as it is it looks like there is nothing there and, therefore, this can be missed. In the meantime you have to click on this every time you work on the client to check if there are notes which wastes time.