Dashboard - Ability to add sticky notes/notes
To have notes in the Xero Dashboard.
Purpose: Users within the Xero org can leave the notes and easily remind one another.
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Jacqualyn Beer
commented
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.
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Chris Curlett
commented
This would be fantastic. It works well elsewhere, and it would be tremendous to have it in XERO also.
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Laurel Parkinson
commented
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
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Laurel Parkinson
commented
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
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Martin Ghattas
commented
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.
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Tracey Dupuis
commented
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.
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Chris Curlett
commented
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
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Sheang Feong Chong
commented
Yes yes yes!! Please add this feature!
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Jacqualyn Beer
commented
This would be great if you could allocate to quotes and Invoices.
If not a pop up / sticky note that is obvious then for it to highlight a quote, invoice or contact when you search or just look at the list so you know to check the notes section. -
Shellie Hodgson
commented
Ability to write a note at the top of the dashboard (like a sticky note). This will assist bookkeepers and accountants when logging in to see client specific details eg. where a job it up to, any outstanding queries or tasks that need to be completed.
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Lisa Poi
commented
A note pad or a place to make notes on the client dashboard so that you can leave notes for yourself or anybody else who works with your clients (think outsource or someone new). All the quirks peculiar to that client and what comes through the bank accounts for reconciliation. Anything that maybe outstanding or will be needed to be dealt with for Annual Returns, reminders to yourself to reverse this journal or that when things cross EOY dates into the next FY
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Russell Barnes
commented
Would LOVE this on my Xero dashboard
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Sheang Feong Chong
commented
Yes please! I want the sticky notes please!
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Anna Spencer
commented
.. and sticky notes to remind myself!
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Wendy Angliss
commented
This would be brilliant for month end where there is a sequence of events that need to take place and several individuals are reliant on the last step being completed. Would save a lot of phone calls/messages.
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Jan Bride
commented
The notes are an excellent addition but they don't stand out and tend to go unnoticed. They need to be a different colour that stands out as soon as the page is opened.
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Dino Del Medico
commented
would be extremely useful to add notes to the dashboard to cover the work status
This would be a great idea for reminders and to pass info to other within the business
I keep post it notes on clients folders for reminders but would be more useful on the actual dashboard of xero for when you log on
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Mark Sydney
commented
would be extremely useful to add notes to the dashboard to cover the work status
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Helen Hogan
commented
This would be a great idea for reminders and to pass info to other within the business
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Amber Grice
commented
I keep post it notes on clients folders for reminders but would be more useful on the actual dashboard of xero for when you log on