Home page - Add Tasks and reminders to take action on
Tasks. We would love to be able to manually add a task or reminder so that the next time we logged into a clients Xero we can see the reminder to check or do something.
Michelle Maurice
shared this idea
Thanks for your idea, Michelle. Great to hear how a checklist could improve your experience when working in client orgs. We'll start gaining interest from your idea her7e and I'll share if there are any plans made.
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Marcus Petzer
commented
I would like to set and track deadline dates on the dashboard for each client relating to statutory and other submissions (i.e. provisional tax / monthly management reports / tax return submissions / etc.).
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Sharon Scales
commented
Allow businesses to adapt their Xero Dashboard with "Widgets" such as reminders of submission dates for next payroll run, CIS submission, VAT Return etc. Also show current outstanding values for net pay, CIS & PAYE/NIC payments, VAT payment/refund.
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Simon Munro
commented
The current warnings of approaching and especially passed deadlines for tax filings, tax payments etc look to me to be very low key and as a consequence I have missed deadlines despite checking in every day. Such warnigns need to be more prominent as default on Dashboard. Larger organised users may not wish this for approaching deadlines so perhaps an option for the current "low key" warnings, but presumably everyone wants to know if they have missed a deadline.