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  1. Home page - Add Tasks and reminders to take action on

    319 votes

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    49 comments  ·  Users & setup » Homepage  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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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    Jacqui Harrison commented  · 

    Is there a way this can be open to users who have access to sales and purchases?

    Jacqui Harrison supported this idea  · 
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    Jacqui Harrison commented  · 

    I agree! Would be really good for us to be able add our own tasks and assign to users as well!

  2. Homepage | Invoice payments widget - Summary of key outstanding invoices

    193 votes

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    8 comments  ·  Users & setup » Homepage  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks everyone, we appreciate the appetite in being able to view outstanding or a summary of unpaid invoices from the homepage.

    Being closely engaged and feeding back with our product teams I can confirm your feedback's been taken onboard, however at this time there are no plans for developing a widget of this nature.

    We will keep assessing the votes this idea continues to receive overtime and should there be an opportunity that this is picked up I will be happy to share an update with you all. Thanks

    Jacqui Harrison supported this idea  ·