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97 results found
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22 votes
Tanya Meldrum
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54 votes
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 packsÂ
- A text box on single documents in a packÂ
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.Â
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.Â
Tanya Meldrum
supported this idea
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4 votes
Hi Rebecca, thanks for taking the time to share your idea for adding an invoice directly into a Document Pack. We can see how this would streamline the process and save valuable time, removing the manual steps of downloading and re-uploading invoices when sending documents to your clients.
Our Community team has reviewed your idea, and it can now gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
Thanks again for your contribution!
Tanya Meldrum
supported this idea
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38 votesTanya Meldrum
supported this idea
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2 votes
Hi Alexandra, thanks for sharing your idea about being able to schedule the time to send a document pack.
We can see how having more control over when document packs are sent would be useful in managing your client communications more effectively. While this idea is still new, it’s been reviewed by our community team and is now marked as Gaining Support.
At this stage, we’re keeping the idea open to see how much interest it gathers—so if others would find this helpful too, please feel free to add your vote or leave a comment to share how it would benefit your workflow.
We’ll continue to monitor this idea and will post any updates here if things change.
Tanya Meldrum
supported this idea
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19 votesTanya Meldrum
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10 votesTanya Meldrum
supported this idea
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121 votes
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;
- ability to change the email address/contact of a sent pack
- ability to add additional documents to a sent pack, and
- 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…
Tanya Meldrum
supported this idea
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62 votesTanya Meldrum
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15 votesTanya Meldrum
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2 votesTanya Meldrum
supported this idea
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8 votesTanya Meldrum
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4 votesTanya Meldrum
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7 votesTanya Meldrum
supported this idea
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21 votes
Hi everyone, thanks for your feedback on this idea. We appreciate you sharing how important proactive notifications could be for managing tax returns efficiently. We've moved this to Gaining Support, which means the community team have reviewed the idea and it's now open for community support through votes and comments. This is a great opportunity for others to add their voice and share how this could help their workflow. Keep the feedback coming!
Tanya Meldrum
supported this idea
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5 votes
Hi Lauren, this isn't possible at present. Thanks for starting the idea here where we can start to gather interest in others that'd like to see this too 🙂
Tanya Meldrum
supported this idea
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2 votes
Hi Briony, appreciate your sharing here! We can see how removing the duplicate address would make client profiles feel simpler and more streamlined. When you’re managing a large number of clients, every bit of clarity on the screen helps you focus on what matters most.
Having the same address listed twice can make profiles feel cluttered and, occasionally, create confusion if one gets updated and the other doesn’t. A cleaner view that only shows unique information would make it easier to scan and manage client details.
We’ve moved this idea to Gaining Support so our product teams can see how valuable a more streamlined client profile would be.
Tanya Meldrum
supported this idea
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2 votes
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Tanya Meldrum
supported this idea
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7 votes
Hi team, we can see how having the Ready to Start list in Tax Manager to include ATO clients missing from XPM/Xero Tax could make cross checking your clients list more efficient. Using this list as a single source to clean up or add missed clients sounds like a practical way to reduce extra steps.
This idea is now in Gaining Support, so it’s open for the community to vote and comment. If this would help your day-to-day work, we encourage you to add your vote and share your perspective—hearing how it could help in different situations gives the Product team a clearer picture of its value.
Tanya Meldrum
supported this idea
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19 votes
Thanks for taking the time to share your idea and what’s most important to you.
We’ve reviewed it, and it’s now open for the community to support. If this would help others in your team, feel free to share it so they can add their vote.
Community members can also comment to share how this idea could improve their experience with Xero.
Tanya Meldrum
supported this idea
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