Practice Manager - Add documents to Management Reports from outside Xero
Management Reports: I would like to add reports created outside of Xero in my published Management Report packet that I send to clients. There should be a way to upload a PDF or excel document to the Management Report Packet from outside Xero
5
votes
Mick Lindquist
shared this idea
-
Mick Lindquist
commented
This is critical for my clients