Settings and activity
4 results found
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202 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.
Fiona Hollands - Hunter Withers Limited
supported this idea
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171 votesFiona Hollands - Hunter Withers Limited
supported this idea
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16 votes
Hi Simon, checking in on your idea here. Would this be to be able to view invoices that have been entered (like Find & Match) or to create invoices from cash coding?
Fiona Hollands - Hunter Withers Limited
supported this idea
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164 votes
Hi everyone, thank you for sharing how we could improve Xero Practice Manager for your use. We understand wanting to highlight important client information to make this more prominent and how it'd help your team stay aligned and provide the best possible service to your clients.
Please know that your feedback has been shared with our product team. Right now, we're making improvements to centralise the experience across XPM and HQ, bringing clients under one umbrella with Xero Partner Hub.
Atm we don't have direct plans for enabling the ability to highlight notes but we'll continue to review this as we keep developing this space.
We appreciate your passion and your partnership in helping us build the best possible practice management solution, and will share if there are any updates.
Fiona Hollands - Hunter Withers Limited
supported this idea
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Would be great if you could see the notes made in the blue client - or have a notes tab in the individual client as I don't go through Xero HQ