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  1. User Role: Ability for standard users to have access to Uncoded Statement Lines

    17 votes

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    submitted  ·  5 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Diane Mayhall commented  · 

    It is extremely important for the Bookkeeper to have access to this without giving additional Advisor security out to them.
    This is urgent as far as i am concerned as i am having to run the report for staff and then send it to them.
    What an absolute waste of time.
    As security is paramount with Staff levels this is critical to have changed so we as the Advisor are not having to run reports for our staff.

    PLEASE PLEASE PLEASE

    Diane Mayhall supported this idea  · 

  2. Document Packs - Edit sent pack

    90 votes

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    28 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    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;

    1. ability to change the email address/contact of a sent pack
    2. ability to add additional documents to a sent pack, and
    3. 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…

    Diane Mayhall supported this idea  · 
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    Diane Mayhall commented  · 

    More over a charge in my opinion should not apply if the document pack is cancelled as a result of this not being available where proof can be given that a new document pack is also raised.
    I myself have many cancelled document packs and have then been charged for the new document pack for the same items.
    As this feature was compulsory (as the signing in PM was no longer available) which worked find and was free of charge) i would suggest that consideration be given to have flexiblity and only charge when the document pack is signed would make more sense.

  3. Xero HQ | Document Packs Email Templates - Ability to edit

    41 votes

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    submitted  ·  8 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Diane Mayhall commented  · 

    This is so important. I feel like document packs have taken us a few step back from where we were with just filing through Practice Manager.
    AND we get charged for it.
    We have no option but to use this and have to pay.
    Outragous.