Skip to content
← Share and support customer ideas for Xero

Settings and activity

2 results found

  1. Global Search - Search items by Description

    169 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    92 comments  ·  Users & setup » Navigation  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate the interest in being able to search by description. While we're attentive to your feedback, I want to be open that we don't have any immediate plans for developing this atm. 

    We're staying close to feedback on how we can improve navigation for our customers when using Xero, and I'll let you know if there is any development planned surrounding this, here. Thanks 

    Martin Ghattas supported this idea  · 

  2. Homepage - Ability to add sticky notes/notes

    201 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    64 comments  ·  Users & setup » Homepage  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    Martin Ghattas supported this idea  · 
    An error occurred while saving the comment
    Martin Ghattas commented  · 

    It would be great to be able to make notes and/or create a to-do list on the dashboard. For example, I was over billed on a invoice and want to follow up in a couple weeks to see if the vendor provided me with a credit memo.