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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.

    …

    Harry Bunce supported this idea  · 

  2. Navigation - Add 'Statements' to Sales drop down menu

    184 votes

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    5 comments  ·  Users & setup » Navigation  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for your engagement and sharing how we can further improve the new navigation experience for you here.

    Our product team are paying close attention to your feedback on the drop down options, and we're continuing to monitor the interest this idea receives.

    We'll let you know if there are any updates, here.

    Harry Bunce supported this idea  · 

  3. Purchase Orders - Additional supplier reference field

    59 votes

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    submitted  ·  16 comments  ·  Purchase orders, bills & inventory » Purchase orders  ·  Admin →
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    Harry Bunce supported this idea  · 
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    Harry Bunce commented  · 

    Really need this!