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4 results found

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

    12 votes

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    4 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Jacqui Chapman shared this idea  · 

  2. Xero HQ - Business Client Dashboard

    20 votes

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    4 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate the idea and detail you've shared on the needs here, everyone.

    As many of your will know - we're developing a more unified client sync, and you can read some of the changes on our Blog

    The idea here is intriguing and we'll track the interest of this through the thread here, however this isn't something we're planning to work on at present. We will share if there's any change with you here.

    Jacqui Chapman supported this idea  · 

  3. Provide a function to mark clients as favourites

    19 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Jacqui Chapman supported this idea  · 

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

    42 votes

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    submitted  ·  9 comments  ·  For accountants & bookkeepers » Xero HQ  ·  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  ·