Settings and activity
6 results found
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253 votes
Hi everyone, we appreciate your involvement and sharing the different aspects of activity on clients history that'd be useful, and how this'd help your workflows. While we do believe this to be a valuable feature, that we may look to develop in the future, this isn't something we've been able to prioritise against other work right now. We'll continue to keep tracking and review this idea. If there is any change that'll impact you here we'll let you know.
Shane Scott
supported this idea
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11 votesShane Scott
supported this idea
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42 votes
Hi everyone, we've just released a change so if you're a part of a Xero practice you'll now see we've added a new ‘Report code’ column to the Chart of Accounts page, that displays the report code and report code name. This should help save you time, and easily review report codes before running report templates.
Shane Scott
supported this idea
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100 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…
Shane Scott
supported this idea
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3 votesShane Scott
shared this idea
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38 votesShane Scott
supported this idea
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