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  1. Home page - Add Tasks and reminders to take action on

    301 votes

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    44 comments  ·  New Homepage » Homepage  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, as you may have seen from our Designer Jen's message this idea is in discovery with the team now doing some testing on early concepts.

    We'd love to have your input as part of this and if you'd like to take part we invite you to fill in this quick survey. 📝

    While we may not be able to invite everyone into these sessions our team will be in touch over the next few weeks.

    I'll be sure to share any further updates on tyhis with you all here. Thanks!

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    Natalie Chin-Nam commented  · 

    This would be an amazing feature. Saves having to enter reminders/tasks in other platforms for items solely pertaining to Xero :)

  2. Navigation - Ability to open multiple Xero organisations on different tabs

    100 votes

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    31 comments  ·  Users & setup » Navigation  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for the engagement in this idea overtime. Being transparent, we don't have any plans for enabling the ability to work across multiple organisations at a time.

    Allowing multiple organisations to be open in one browser session creates risk of entering data for one organisation in another that'd create a permanent audit trail in the wrong place.

    However, as shared by some here there are workarounds;

    • You can use separate web browsers or incognito windows for each organisation, or
    • Create multiple profiles within a browser like Chrome.

    Both these options provide safer process for accessing different organisations at once.

    If we make any plans to revisit this in the future we'll update this idea to share with you all here.

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    Natalie Chin-Nam commented  · 

    essential when dealing with intracompany transactions

    Natalie Chin-Nam supported this idea  ·