Settings and activity

7 results found

1. Client access to Report Templates

   64 votes

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

   
   

   Natasha Robinson supported this idea  ·  21 March, 2024

2. Document Packs - Send me a copy of the email

   37 votes

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   submitted  ·  9 comments  ·  For accountants & bookkeepers » Xero HQ  ·  delete…  ·  Admin →
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   Natasha Robinson supported this idea  ·  04 March, 2023
   Natasha Robinson shared this idea  ·  02 March, 2023

3. Document Packs - Text box for documents within a pack

   43 votes

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

   Hi everyone, thanks for your support in the idea here. Reading over there are 2 separate requests in the one thread

   • Ability to create a default email template for sending document packs 
   • A text box on single documents in a pack 

   
   

   We have another idea that's been started around the default email template across here and I invite all those interested to add their votes. 

   For the thread here I've updated the title slightly for the Text box on individual documents so we can track the interest in each of these separately. 

   Natasha Robinson supported this idea  ·  02 March, 2023

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

   48 votes

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   submitted  ·  9 comments  ·  For accountants & bookkeepers » Xero HQ  ·  delete…  ·  Admin →
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   Natasha Robinson supported this idea  ·  02 March, 2023

5. Document Packs - Edit sent pack

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   30 comments  ·  For accountants & bookkeepers » Xero HQ  ·  delete…  ·  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 would be of use. Are there any instances you've needed this and can share?

   
   

   Deeper understanding from you all will help the team determine what could be. 🙂

   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… more

   Natasha Robinson supported this idea  ·  02 March, 2023

6. Files - Automatically include specific file attachments when sending from Xero

   224 votes

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   submitted  ·  70 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Natasha Robinson supported this idea  ·  15 December, 2022

7. Hubdoc - Conjunction with Xero Projects

   182 votes

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   submitted  ·  70 comments  ·  For accountants & bookkeepers » Hubdoc  ·  delete…  ·  Admin →
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   Natasha Robinson supported this idea  ·  21 September, 2022