Settings and activity

11 results found

1. Practice Manager - Stop costs/disbursements being added to a Closed Job

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Renee Irwin supported this idea  ·  01 August, 2024

2. Practice Manager - Link multiple Xero organisations to one XPM profile

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   submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Renee Irwin supported this idea  ·  01 August, 2024

3. Practice Manager - 'Sticky Note' on client home page

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   submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Renee Irwin supported this idea  ·  01 August, 2024

4. XPM - Add multiple email addresses for client

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

   Thanks for your involvement and sharing your interest in adding multiple email addresses for a client in Practice Manager with us here.

   This idea has been reviewed by our product team however with other priorities right now we don't have immediate plans for developing this capability. If there's any movement or news we'll definitely share with you all, here.

   Renee Irwin supported this idea  ·  24 July, 2024

5. Practice Manager - Audit trail for client history

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

   Hi everyone, we appreciate your involvement and sharing the different aspects of activity on clients history that'd be useful, and how this'd help your workflows. While we do believe this to be a valuable feature, that we may look to develop in the future, this isn't something we've been able to prioritise against other work right now. We'll continue to keep tracking and review this idea. If there is any change that'll impact you here we'll let you know.

   Renee Irwin supported this idea  ·  24 July, 2024

6. Document Packs: Mark as complete when missing signatures

   14 votes

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   submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero HQ  ·  delete…  ·  Admin →
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   Renee Irwin supported this idea  ·  21 July, 2023

7. Document Packs - Edit sent pack

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   39 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

   Renee Irwin supported this idea  ·  21 July, 2023

8. Document Packs - Filter by user who sent / created pack

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero HQ  ·  delete…  ·  Admin →
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   Renee Irwin supported this idea  ·  21 July, 2023

9. Document Packs - Download all documents in the document pack at once

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Renee Irwin supported this idea  ·  21 July, 2023

10. Xero HQ | Document portal (without e-sign)

    63 votes

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    submitted  ·  11 comments  ·  For accountants & bookkeepers » Xero HQ  ·  delete…  ·  Admin →
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    Renee Irwin supported this idea  ·  21 July, 2023

11. Document Pack - Ability to cancel without client receiving notification

    32 votes

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    submitted  ·  8 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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    Renee Irwin supported this idea  ·  21 March, 2023