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Shared Notes & Communications Section on the Xero Homescreen

Add a Notes/Communications section to the Xero organisation homescreen where users can leave notes for other people who access the file.

Xero files are often used by multiple people, including business owners, admin staff, bookkeepers, accountants, business coaches and other advisors. Having a shared notes section would provide a simple way to communicate important information directly within the Xero file, rather than relying on emails, Teams messages or separate records.

Notes could be used for things such as:

Important client-specific accounting treatments
Tasks or reminders for other users
Information for the next person working on the file
Changes to how transactions should be processed including GST coding

Example:
“GST coding of insurance payouts is GST-free – please ensure these are coded accordingly.”

Ideally, notes would be visible to all authorised users from the homescreen, with the ability to add, edit and archive notes. This would create a centralised communication point and help ensure important information isn't lost between different people working on the same Xero file.