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3 results found

  1. Xero Files - Archive/Consolidate files by year

    2 votes

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    submitted  ·  3 comments  ·  Contacts & files » Files  ·  Admin →
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    Nicola Smith commented  · 

    Agree with Jo and Julia,
    I find this new inbox set up cumbersome.
    I liked being able to see all my folders in one view and this moving files to these folders from the inbox is a pain at times.

  2. Dashboard - Ability to add sticky notes/notes

    187 votes

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    submitted  ·  53 comments  ·  Users & setup » Navigation  ·  Admin →
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  3. Sales Invoices - Pop-up reminder of notes

    73 votes

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    submitted  ·  36 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Nicola Smith commented  · 

    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.

    Nicola Smith supported this idea  ·