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3 results found

  1. Xero Tax - Allocate a percentage of Trust income to beneficiaries from Trust tax return

    25 votes

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    2 comments  ·  Practice tools  ·  Admin →
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    Gaining Support  ·  AdminGeorgia Clarke (Admin, Xero) responded

    We're grateful for your engagement Joanne! Thanks for letting us know the changes that are important to you.

    Our Community have reviewed your idea and now it can gain support from other community members.

    You can now continue to add more details about how this would help your business in the comments section, and gain votes from the community.

    Joanne Kelly shared this idea  · 

  2. Homepage - Ability to add sticky notes/notes

    201 votes

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    64 comments  ·  Users & setup » Homepage  ·  Admin →
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    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.

    Joanne Kelly supported this idea  · 
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    Joanne Kelly commented  · 

    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.

  3. Practice Manager - Highlight/banner for notes

    164 votes

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    15 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thank you for sharing how we could improve Xero Practice Manager for your use. We understand wanting to highlight important client information to make this more prominent and how it'd help your team stay aligned and provide the best possible service to your clients.

    Please know that your feedback has been shared with our product team. Right now, we're making improvements to centralise the experience across XPM and HQ, bringing clients under one umbrella with Xero Partner Hub.

    Atm we don't have direct plans for enabling the ability to highlight notes but we'll continue to review this as we keep developing this space.

    We appreciate your passion and your partnership in helping us build the best possible practice management solution, and will share if there are any updates.

    Joanne Kelly supported this idea  ·