Users & setup

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1. Add tooltips for instructions or directions

   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.

   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… more

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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

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