Practice Manager - Use the Ask feature to send and receive the Uncoded Statement Lines report
Would love to be able to send the Uncoded Statement Lines report via the Xero ask feature. It would be great if we could attach documents to the Xero Ask questions so it's much easier for the client to download the document, add their responses and re-upload to Xero Ask.
This way it provides easier visibility to firm on which clients have yet to respond to an Uncoded Statement Lines or if a bookkeeper is on vacation it is easier to jump in where needed and we aren't relying on a 3rd part platform.
Amanda Vander Griendt
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