User Interface - Add custom tooltips to guide users through complex fields and workflows
I would like to see these across payroll, invoicing, etc. - all of Xero. It would be so helpful if admins could add tooltips to things to provide directions/instructions to staff. For example, a tooltip next to the "label" field in expense claims could tell staff what information this company wants in there to make that useful. Integrating tooltips could be a way to log compliance or chosen procedures/use across the platform. For example, putting a tooltip next to the options to add projects in expenses/invoices would help someone log guidance on when a project needs to be associated. Putting one next to the tax field could help give notes about what tax structure needs to be used when. I realize this is partly a matter of knowing your business, the laws, and general bookkeeping or the software in general. But especially for staff facing tools when they aren't trained in all this and it's not their job to, having ways for us to provide guidance would be so helpful. And then for those that do, there are multiple ways to go about things so giving guidance on how this company has decided to use these tools or setup functions for our business can really help with consistency, onboarding new people, etc.
Kristy Dinsmoor
shared this idea
Hi everyone, thanks for sharing this idea. We understand why having the ability to add tooltips, directions, or instructional notes within workflows could be useful, especially when training teams or guiding users through data entry processes.
The idea is to allow users to add custom guidance alongside fields, helping provide context at the point of entry and reducing the need for separate instructions or follow-ups.
We encourage the community to vote on this idea if you’d find this workflow improvement useful.
