Reports - Notify users when reports are published to an organisation
Notify Client when reports are published to Xero! Each month I publish client financial statements to the clients Xero company. It would be incredible it I could send a message through Xero to notify clients that their reports have been published! Life - changing - Incredible!
2
votes
Greg Caudell
shared this idea
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Moneka Townes
commented
It would be great if we could notify our clients when their financial statements have been published. The use of the Xero portal and personal log in for clients is great. However, it would be more efficient and time saving if there was a way to enable notifications. Same for expenses and upload documents in the files section. Sometime my clients upload their expenses to the files but I don’t know unless I go into the files and see what was uploaded.