Settings and activity
16 results found
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27 votes
Natasha Smith
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6 votesNatasha Smith
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2 votesNatasha Smith
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4 votesNatasha Smith
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88 votes
Hi community, thanks for your support and sharing in the idea here. Diving into your comments, there are a few different ideas that we're picking up on within this one thread;
- ability to change the email address/contact of a sent pack
- ability to add additional documents to a sent pack, and
- the ability to edit metadata of a sent pack
For the first, we'd like to better understand what is driving the need to change the email address? is it down to a typo when entering it? or if its on a tax return, is it wrong on the client record etc?
Although it's not possible to add additional documents to a pack right now, creating and sending a new document pack is essentially the same - Is there any reason this isn't suitable?
Lastly, it'd be good to get more substance of how the ability to rename a pack…
An error occurred while saving the comment Natasha Smith
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38 votesNatasha Smith
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34 votesNatasha Smith
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22 votesNatasha Smith
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11 votesNatasha Smith
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145 votesNatasha Smith
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85 votes
Sorry for the status confusion here, Simone. Atm, our team has no plan in building the ability to roll forwards the balance sheet items in Workpapers for now. Rest assured that we’ll still gauge the interest in the community here, so keep voting and let us know how this feature can ease your workflow.
Natasha Smith
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16 votes
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32 votes
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36 votes
This is a feature that is available and we use with adobe sign . My understanding is document packs utilise the adobe platform so possibly a change at xero's end required to enable this.