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XPM - Partner, Account Manager and Job Manager merge fields

Have standard merge field for Partner, Account Manager, Job Manager for letter templates, email templates etc

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Mireille Casella shared this idea  ·   ·  Report…  ·  Admin →
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  • Simone Carroll commented  ·   ·  Report

    Adding more merge fields to the Xero cover letter templates. I would like to be able to add the position description (The role of the person who signs the letter), the salutations, the ability to add more than 1 addresses, for when we are doing multiply returns or a group return and client email address.

  • Kath Elston commented  ·   ·  Report

    Please make it an option to have the sign off on the Tax Return Cover Letter as Manager rather than Tax Agent name. This helps the client know who to refer to if they have any queries.