Settings and activity
2 results found
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126 votes
Hi everyone, thanks for sharing this idea and adding your feedback.
We understand why being able to connect Claude across multiple Xero organisations could be helpful, particularly for advisors and bookkeepers who work across several clients or entities. The idea is to allow a single Claude connection to access multiple organisations, removing the need to reconnect or switch between organisations when working across different datasets.
We've updated the status of this idea to Gaining Support. If this would be useful for your workflow, please add your vote and share more about how you'd use it.
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Rob Pickering
supported this idea
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319 votes
Hi team, we get how useful it'd be to add a task or reminder in Xero and see it again the next time you log in.
We've just released custom Tasks to the Homepage Tasks widget so you can capture work that Xero doesn’t create tasks for automatically.
Simply use the 'New Task' button in the Tasks widget, or the '+' icon in the widget once typed, to create a one-off task. You can then edit, mark it complete, delete it or view completed tasks.
At a glance you'll be able to get a view of the things you need to follow-up, and help you track progress within Xero. ✅
Any user in your organisation with Standard or Adviser access will be able to make use of this tool for their personal organisation.
We appreciate your inputs and helping us understand how tasks could be more meaningful for your workflows.
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Rob Pickering
supported this idea
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As a Business Coach, my clients give me access to their accounts and I do regular reviews of progress with them. Currently I have to log in to each client's account and export at least their P&L each month. It would be great to be able to have a Claude scheduled task that could obtain and run analyses without doing this manually.
To be honest, I already just do this via the Chrome browser. You've taken so long to still not provide this feature that I simply found a workaround. Works a treat, including now being able to add multiple new customers and raise a bunch of invoices, all without touching it and introducing my human errors.