Concept comparison
Three places to put internal team notes on a GST return: add a note, see which notes are still open, resolve them, and keep resolved notes as history. Each concept also shows how the GST returns list marks a return with open notes. Click a thumbnail to open the full concept; start on the list and click the first draft return (1 Jul - 31 Aug 2026). The second draft has no notes, so it shows the empty state.
The idea: a third tab, Notes, beside GST Return and Transactions. The header says "2 unresolved notes" and links to the tab. The list shows a small note badge in the Status cell.
Critic (1–5): Xero 5 · Hierarchy 4 · States 4 · Clarity 4 · Consistency 4 · Flow 4 — recommended
The idea: notes always visible in a right-hand column beside the GST figures. The list gets its own Notes column.
Critic (1–5): Xero 3 · Hierarchy 3 · States 4 · Clarity 3 · Consistency 3 · Flow 4
The idea: unresolved notes shown in a yellow box above the tabs, each with its own Resolve button. Adding a note and the resolved history live in a side sheet.
Critic (1–5): Xero 4 · Hierarchy 4 · States 4 · Clarity 4 · Consistency 3 · Flow 4
The idea: the old BankLink behaviour the client described. The first time each person opens a return with unresolved notes, a dialog lists them. It shows again after a newer unresolved note is added. It works with any concept above. The client called it "nice to have", so it is not in the recommended v1.
The idea: deregistering from GST removes the draft returns after the last period. When those drafts carry unresolved notes, the existing warning gets one more line saying how many, and that the notes come back if the same period is created again. Nothing is blocked.
How to use this board
Walk each concept through the same lenses: information hierarchy (what's first / second / third),
edge & empty states, click-vs-think cost, and the “simpler than Xero, same power” test.
The chosen direction (or a blend) gets written up in
DESIGN.md, then built high-fidelity by
/cb-prototype.