Settings and activity
2 results found
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204 votes
Hi everyone, we really appreciate hearing how a visible place for reminders, checklists and notes would help keep important work from being missed.
We've just introduced custom Tasks to the Homepage which allows you to quickly add your own one-off business task, or add and edit tasks from the right hand panel. You can update the details, mark work as complete, delete tasks and view completed tasks all from the Homepage.
This means reminders like requesting a missing receipt or preparing documents for your accountant can stay alongside your workflow in Xero instead of being kept in a separate note or spreadsheet.
The first release focuses on personal organisation, so shared tasks, notes and notifications aren’t included yet, but this is something we'll continue to consider as this space evolves.
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81 votes
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Nicola Smith
supported this idea
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Pop up to-do list or google style calendar reminders to appear when you log on to Xero, populated manually by the user and only visible by that user when they log on.
When dealing with multiple client Xero files as a bookkeeper who may be using different computers to log on to the files depending on where we access the client (ie onsite or at office). It would be great to be able to list particular jobs that need to be done in the particular Xero file for instance, remember to change an employees pay rate on a certain date, and have these tasks pop up, reminder style, when you log on to that Xero file.