Settings and activity

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1. Dashboard - Ability to add sticky notes/notes

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   submitted  ·  45 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Joanne Kelly supported this idea  ·  26 May, 2025
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   Joanne Kelly commented  ·  13 February, 2025  ·  Edit…  ·  delete…

   I'd like to be able to add a sticky note to a client's Xero, for any reminders, tasks or notes, that will popup when we open the client ledger.

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2. Practice Manager - Highlight/banner for notes

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   13 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   
   

   Joanne Kelly supported this idea  ·  13 February, 2025