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1. HQ: Document packs - Ability to lock down who can prepare doc packs

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero HQ  ·  delete…  ·  Admin →
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   Debbie Ogier shared this idea  ·  03 August, 2022

2. Xero HQ - Document Packs automated reminders

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   7 comments  ·  For accountants & bookkeepers » Xero HQ  ·  delete…  ·  Admin →
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   under review  ·  AdminHannah G (Admin, Xero) responded

   Hi everyone, we’ve made an update to reminders so you can now send multiple reminders at once - you can find out more about it 👉 here. We are hoping that this will reduce the time spent sending reminders for document packs. 

   We aren’t ruling out automated reminders in future though, so give it a go and let us know your thoughts!

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   Debbie Ogier commented  ·  03 August, 2022  ·  Edit…  ·  delete…

   Agree

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3. Document Packs - Edit sent pack

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   28 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

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   Debbie Ogier commented  ·  03 August, 2022  ·  Edit…  ·  delete…

   Agree critical. Ability to amend / remove / substitute documents as well. Alternatively a copy feature.

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