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  1. 14 votes

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    Shawn O'Grady shared this idea  · 
  2. 52 votes

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    Shawn O'Grady supported this idea  · 
  3. 16 votes

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    Shawn O'Grady shared this idea  · 
  4. 49 votes

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    Thanks for your added detail and how this is impacting your clients, Kelly.

    I'll share this information back with our product teams and am looking into the point you mentioned of not being able to opt-out. I'll be back with another update for you here.

    Shawn O'Grady supported this idea  · 
  5. 35 votes

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    Shawn O'Grady supported this idea  · 
  6. 34 votes

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  7. 58 votes

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    Thanks for your idea, Michelle. Great to hear how a checklist could improve your experience when working in client orgs. We'll start gaining interest from your idea her7e and I'll share if there are any plans made.

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    Shawn O'Grady commented  · 

    I love the idea of tasks and think Xero could take advantage here,
    - GST return to submit.
    - Payroll to process.
    The idea of the custom/ reoccurring text, is great.

    Shawn O'Grady supported this idea  · 
  8. 17 votes

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    Shawn O'Grady supported this idea  · 
  9. 33 votes

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    Hi Michele, connecting with our product team I understand you directly caught up with them on some of these points too. We really value the time you've taken to connect and feedback about these beta experiences.

    I've split your feedback here to multiple ideas so we can track interest in each change separately.

    I've updated the title of this idea to reflect the request to add the Account transactions' button to the bank account widget and you'll find the other idea's I've created on your behalf listed below. 🙂

    Shawn O'Grady supported this idea  ·