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  1. Bills - Add notes on the bills sent to directly to Xero

    2 votes

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    submitted  ·  1 comment  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    bob seymour commented  · 

    Improve the notes visibility on bills

    currently they are not visible at all on overview screen like Bill to pay>awaiting payment and by default they are un opened when you open a bill to view it

    bob seymour supported 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.

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    bob seymour commented  · 

    even just making the existing notes visable on the payment screens or overview screes would be an improvement, there is no way of seeing if a bill has a note from the overviews

    bob seymour supported this idea  ·