Practice manager | Xero Sign - Report on date sent
Ability to be able to report on the date sent for Xerosign returns. The date sent is recorded but you can't report on it. This would make follow ups a lot easier to be able to see when each out to sign return was sent for e-signing.
3
votes
Georgia Maynard
shared this idea
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Lisa Favelle commented
The ability to be able to report on (or at least filter on Returns page) by date sent for e-signing and/or marked as Out to Sign, would be very helpful.