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.
Georgia Maynard
shared this idea
-
Darlene Raymundo
commented
I agree with this suggestion and would like to support the enhancement for Xero. Having the ability to report on the date an Out to Sign return was sent would be extremely helpful. Although the date is recorded, it cannot currently be reported on, and adding this feature would significantly streamline follow-ups by allowing us to easily track when each return was issued for e-signing.
-
Rob Allen
commented
Clients don't always do what is asked of them and have to be followed up.
Reporting on the date sent out becomes an important tool to manage clients tax lodgments considering that tax agents have a lodgment program to meet. -
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.