Settings and activity
4 results found
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5 votes
Antonia Connolly
supported this idea
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90 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 An error occurred while saving the comment Antonia Connolly
commented
This really is critical. Client has changed email addresses after I sent document pack - I don’t want to ‘cancel’ the pack - it will stay there as cancelled, when all I want to do is resend to the new address.
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58 votesAntonia Connolly
shared this idea
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21 votes
Changing the email address is either due to client changing their mind about which email they want it to be sent to (usually due to link between email and Xero), but can also be a typo. The issue would be reduced if there was an ability to add email address from XPM / Xero HQ.
Adding / changing documents to a sent pack is necessary when client requests amendments - eg I use it to send engagement letters. If a client asks for a minor change my only option is to cancel the pack (sending them a notification email I don’t want to send them) and then create a new pack. I just want to adjust the documents and resend.
It feels like the driver for this is billing…. If so, charge me an extra ‘signature’ at the time I resend (I’d rather you didn’t though!) but it just makes the process painful at the moment (to the extend I’m actually now consider changing my process so documents such as engagement letters no longer use Xero doc packs.