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A notes area on the dashboard would be very helpful. It is very frustrating to have multiple areas for notes. A client may have several staff accessing the account and information can get missed.

Please create a notes/reminders section/widget on dashboard. This would be really great.

Hi Team,
I would like a simple note or a notes area.
That lives on the front screen that is persistent.
Nothing fancy.
Occasionally i need to be reminded of an item to do, next time i log in.
As i work across multiple locations, this would be handy for when i log back in.

Thanks
Peter

Add a notes box on the main dashboard where we can save reminders and to do lists etc

It would be really useful if you could Pin an important note at the top of the 'Notes' section. Also to be able to edit notes.

Great idea.

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

This would be extremely useful.

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)!

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.

Agree, notes on the dashboard would be incredibly handy

This is absolutely essential in an accounting office when different accountants work on the same job. It's vital to be able to leave notes for future reference in a place that will be seen as soon as the file is opened. I'm surprised it's not already an option!

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.

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.

This would be fantastic. It works well elsewhere, and it would be tremendous to have it in XERO also.

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

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

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.

This would be invaluable! I find I'd often like to note what I'm currently waiting for from the client, and other important information that is needed for other co-workers to know, if they go into that file.

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