Settings and activity
16 results found
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25 votes
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Natasha Smith
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40 votes
Appreciate the interest and hearing the use you have in seeing integrated apps your clients have connected.
As some will have received communication of some time back - we made the hard decision to retire Explorer in Xero HQ from 12 April, 2023.
Right now, if you'd like to see the apps a client has connected you can open the Xero organisation, go to settings and select Connected apps.
While this is something we may consider developing elsewhere in Xero HQ down the road, it isn't in the teams plans right now. We'll continue to track interest here, and let you know if there is any change surrounding this to share. Thanks
Natasha Smith
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10 votesNatasha Smith
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5 votesNatasha Smith
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108 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
commented
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.
Natasha Smith
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39 votesNatasha Smith
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37 votesNatasha Smith
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27 votesNatasha Smith
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13 votesNatasha Smith
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155 votesNatasha Smith
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102 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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34 votes
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24 votes
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9 votes
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38 votes
Yes ability to filter insights by groups is critical. We have xero only clients and accounting clients. We only want to see insights for our accounting clients.