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  1. Report templates - Support General Purpose Financial Report (GPFR) templates

    42 votes

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    submitted  ·  12 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Karen Lang supported this idea  · 

  2. Homepage - Ability to add sticky notes/notes

    204 votes

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    65 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.

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    Karen Lang commented  · 

    This is absolutely essential in an accounting office when different accountants work on the same job. It's vital to be able to leave notes for future reference in a place that will be seen as soon as the file is opened. I'm surprised it's not already an option!

    Karen Lang supported this idea  ·