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Notifications - Ability to create custom notifications

CUSTOM STAFF / BUSINESS NOTIFICATIONS

I see on this page - https://central.xero.com/s/article/Set-up-notifications#:~:text=Custom%20notifications%20explained&text=Alert%20staff%20when%20time%20entered,exceeds%20a%20set%20time%20amount.&text=Alert%20staff%20when%20the%20time,percentage%20of%20job%20estimated%20time.&text=Alert%20staff%20when%20the%20job,to%20a%20specific%20job%20state.&text=Alert%20staff%20when%20the%20actual,percentage%20of%20task%20estimated%20time.&text=Set%20to%20alert%20staff%20up,job%20or%20task%20is%20due.&text=Milestones-,Set%20to%20alert%20staff%20up%20to%207%20days,after%20a%20milestone%20is%20due.&text=Alert%20staff%20when%20a%20new%20adhoc%20job%20is%20created.&text=Alert%20staff%20when%20a%20new%20job%20is,any%20or%20a%20specific%20client.

This page states I can set up custom notifications in the business section under features and notifications but this is not available in my xero, only 'practice organizations' have these features.

I want to be able to set up notifications or reminders for my staff. For example to follow up a sent quote or other tasks.

Also, I think quotes should have the same reminder system as invoices as I think this will assist with getting quotes accepted.

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Jaz Brown shared this idea  ·   ·  Report…  ·  Admin →
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  • Kaleigh Fitzgerald commented  ·   ·  Report

    I agree completely. Custom notifications would be very helpful. Our company is in wholesale distribution, and we would love if we could set up Xero to trigger a notification if something has been billed from a vendor but does not have an attached invoice.