Document Request Portal
Allow accountants to request documents from clients directly from Xero.
Example:
"Please upload your July fuel receipts."
Client uploads directly against the request.
No more chasing documents by email or WhatsApp.
1
vote
Jeanne-Mari Kriel
shared this idea
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂