Sales Invoices - Pop-up reminder of notes
Ability to have a pop up reminder feature from the notes when creating a new invoice.
Purpose: This will make users’ easily identify if there’s any special note from their contacts in Xero, when they’re creating invoices for them.
AdminXero Team
(Admin, Xero)
shared this idea
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Nicola Smith
commented
Pop up to-do list or google style calendar reminders to appear when you log on to Xero, populated manually by the user and only visible by that user when they log on.
When dealing with multiple client Xero files as a bookkeeper who may be using different computers to log on to the files depending on where we access the client (ie onsite or at office). It would be great to be able to list particular jobs that need to be done in the particular Xero file for instance, remember to change an employees pay rate on a certain date, and have these tasks pop up, reminder style, when you log on to that Xero file.