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4 results found

  1. Xero HQ | Document portal (without e-sign)

    69 votes

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    submitted  ·  14 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Damion Viney commented  · 

    Please can we send Documents without anyone having to sign anything.

    Damion Viney supported this idea  · 

  2. Xero Ask - Link to XPM Job References

    6 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Damion Viney shared this idea  · 

  3. Workpapers - Ability to use Custom Excel Templates

    162 votes

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    3 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for the feedback here, everyone. We get how being able to use custom Excel templates for Workpapers could save you time and power up your use of Xero Workpapers.

    Currently, you can export Workpapers data to Excel and then copy info into your preferred template. Allowing you to continue using your custom templates for now.

    The good news is we're delivering a new Workpapers solution, and our team are exploring how to enable this functionality within this.

    We'll post an update as soon as we have any news to share.

    Damion Viney supported this idea  · 

  4. Practice Manager | Jobs - Bulk Reallocate Staff in Recurring Jobs

    42 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Damion Viney shared this idea  ·