Settings and activity
24 results found
-
171 votes
Michelle Maurice
supported this idea
·
-
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?
Michelle Maurice
supported this idea
·
-
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.
Michelle Maurice
supported this idea
·
An error occurred while saving the comment -
16 votes
An error occurred while saving the comment Michelle Maurice
commented
This is important now we work from home and we want to spread our working hours over weekends as well.
Michelle Maurice
supported this idea
·
Yes add notes and reminders so when we log into a clients Xero we can see notes straight away that we might have added last time or a reminder to check something. I have been wanting this for ages.