Xero - 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 sharing this idea. We understand the value of being able to request documents in one place and make it easier for clients to provide what’s needed, without relying on separate emails or tools. We’re moving this idea to Gaining support so we can gauge how broadly the community would use this capability and understand the scenarios that matter most. Please vote and comment, including how you would use it and what types of documents you would request, to help us assess the level of interest.
