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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Michelle Maurice
commented
Yes add notes and reminders so when we log into a clients Xero we can see notes straight away that we might have added last time or a reminder to check something. I have been wanting this for ages.
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Cathy Empson
commented
This would be great, we have a few people dealing with the dashboard and it would be good to leave notes to let others know why it's not reconciled yet or who it is assigned to to investigate so that different people are not chasing the same things or people who are meant to be doing something understand that the item is assigned to them
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Helen MacGregor
commented
Love a list, so a "To-do List" on the dashboard would be awesome with due dates.
Even a calendar too for recurring dates like PAYE payment dates and beer duty dates and other deadlines.
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Nicholas Smith
commented
Yes - a pinned note with rich text formatting (eg. Bold, Underline, Text Colour) is incredibly critical.
The ability for this note to popup upon Contact select on Invoicing/Bills would also be incredible (ie. when Customer selected on New Invoice, popup with Pinned note becomes visible to alert user of any critical information about customer).
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Luke Ensabella
commented
Great idea and I would use this significantly! Xero please develop this!
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Katie Silverstein
commented
Create an accounting to-do list on the dashboard. For example, the HR system Rippling has a feature like this. You can sort tasks by completed/ uncompleted/ all tasks, by due date/ employee/ priority, etc.
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Anja Carr
commented
Would be great to put a reminder up for certain dates.
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Lauri Matthews
commented
This would be very useful. Especially if everyone could see it.
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Eric de Jager
commented
Yipp or even just making notes for yourself to see in your Dashboard