Files - Add Expiry/Renewal Date and Automated Reminders
Ability to add an expiration date or renewal date to files (Contract end date, Tax clearance certificates etc.) with reminders on when documents are up for renewal.
Jaco Visser
shared this idea
Hi team, thanks for sharing your thoughts on adding expiry and renewal dates to files. It’s been useful to hear how this could support the management of compliance-related documents like insurance certificates and training records.
The idea of having reminders for upcoming renewals is a practical one, particularly for teams working in compliance-heavy environments. We’ve moved this idea to Gaining Support, which means it’s now open for the wider community to add votes and comments. If this would be helpful for your business, feel free to share how you’d use it or any specific scenarios you have in mind — that context helps shape what we look at next.
In the meantime, the current workaround is to track renewal or expiry dates outside of Xero, and archive expired files before uploading the updated versions when they’re ready.
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Jaco Visser
commented
For compliance purposes this would assist as contracts with customers and suppliers are mostly done on a fixed term and not perpetually where after it needs to be renegotiated. Any tax/statutory compliance and BBBEE documentation expires on an annual basis and this needs to be monitored for customers and suppliers to ensure the documentation is current.
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Laura Ashdown
commented
This would be insanely helpful for those of us in the construction industry in the U.K. who need to check all our bona fide sub contractor details including insurances.
It would also be CRAZY helpful for training records for operatives.