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  1. Document pack - Select email to receive notification for signed pack

    21 votes

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    5 comments  ·  Practice tools  ·  Admin →
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    Jacqui Chapman shared this idea  · 

  2. Xero HQ - Provide a function to mark clients as favourites

    23 votes

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    4 comments  ·  Practice tools  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your support on this idea, community. With Xero Partner Hub slowly rolling out to practices over the coming months our product teams are working on many enhancements that will help streamline and efficiently manage your practice.

    As part of the new homepage experience we are looking into a widget that will enable quick access to your most frequently used client files. I'll be sure to keep you updated on further news of this here.

    Jacqui Chapman supported this idea  · 

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

    60 votes

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    submitted  ·  12 comments  ·  Practice tools  ·  Admin →
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    Jacqui Chapman commented  · 

    It would make it so much less time consuming and would keep everything to the same standard across the practice. It should have been released with templates to begin with!

    Jacqui Chapman supported this idea  ·