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99 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…
Liz Phillips
supported this idea
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4 votes
An error occurred while saving the comment Liz Phillips
supported this idea
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507 votes
Hi everyone, we thoroughly appreciate your engagement and sharing how custom fields would be advantageous to you here.
With lots of work for 'building on beautiful' underway atm, we want to be honest that custom fields is not planned in the near term.
Some in the idea here, may find the recent addition of Notes that can be added within the Contact Details section of a contacts record useful in being able to record and view specific detail relative to a contact at present - More on this shared here
We'll continue to evaluate the viability of largely voted ideas such as this when there is resource, however this unlikely in the next 12 months.
Xero projects was suggested to me as a sole trader to track my billable client time. However anytime I need to increase or change my charge out rate, I need to close down all old tasks and reopen a new task under each client to set the new hourly rate.
As a sole trader, with the number of clients and tasks I have in projects, this is a full days work - which means a day of lost income spent updating my charge out rate tediously on every single client and every single task under each client.
There needs to be an easier way to update your hourly rate for all time charged post the hourly rate update. Most businesses go through price changes regularly, so I can't understand how Xero can actively suggest projects as the best way to log my time, but then turn around and say the only way to update my hourly rate is to close down and create a new task under each and every client.