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

    319 votes

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    49 comments  ·  Users & setup » Homepage  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we get how useful it'd be to add a task or reminder in Xero and see it again the next time you log in.

    We've just released custom Tasks to the Homepage Tasks widget so you can capture work that Xero doesn’t create tasks for automatically.

    Simply use the 'New Task' button in the Tasks widget, or the '+' icon in the widget once typed, to create a one-off task. You can then edit, mark it complete, delete it or view completed tasks.

    At a glance you'll be able to get a view of the things you need to follow-up, and help you track progress within Xero. ✅

    Any user in your organisation with Standard or Adviser access will be able to make use of this tool for their personal organisation.

    We appreciate your inputs and helping us understand how tasks could be more meaningful for your workflows.

    …

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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

    114 votes

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    33 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  ·