Settings and activity
2 results found
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8 votes
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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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Dino Del Medico
commented
would be extremely useful to add notes to the dashboard to cover the work status
This would be a great idea for reminders and to pass info to other within the business
I keep post it notes on clients folders for reminders but would be more useful on the actual dashboard of xero for when you log on
Dino Del Medico
supported this idea
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I want to be able to track our tax lodgements. Specifically what I really want is to compare our lodgement of tax returns now to the same time last year.