Settings and activity
4 results found
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100 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…
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Sonia Diacono
supported this idea
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31 votes
An error occurred while saving the comment Sonia Diacono
commented
If I send a document pack to a client who then decides they want to sign the paper version, I then need to cancel the document pack to remove it from my 'to be signed' list and an email is sent to the client to inform them of the cancellation of the pack. Without fail, every client then asks me why I have cancelled the pack and will it stop their tax returns from filing, or they ask why I am sending them the document pack again, as they never fully read the email. This is a complete waste of my time, as each time this happens, I need to communicate with the client to reassure them that they can ignore the email. It would be GREAT if we were able to cancel the document pack and opt NOT to inform the client.
Sonia Diacono
supported this idea
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167 votes
Hi community, appreciate your feedback on the new GST return and detail of how the Publish feature is useful to you. While we don't have immediate plans for developing this in the new return, this is something we're monitoring and will consider as a future improvement. If there is any change around this we'll share this with you all through the idea here.
Sonia Diacono
supported this idea
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An error occurred while saving the comment Sonia Diacono
commented
Totally agree - will you have a publish option by the time we need to prepare the July GSTs? I always send a published report to my clients - not sure how they will enjoy receiving a rough report rather than the nice report they usually receive, with cover page & contents page etc....
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5 votes
An error occurred while saving the comment Sonia Diacono
commented
I waste so much time each month doing my 20ths, having to copy and paste all the data from the Ref column to the Reference column, as I usually have around 150 items to pay - and then if there is a mistake in the batch, if it isn't as simple as removing some lines, I need to go out and do it all over again! Xero Support tells me there is currently no option for this. It would be soooooooooo helpful to have an option for the Reference column auto-fill from the Ref column
Sonia Diacono
supported this idea
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Sometimes, after sending a document pack, the client tells you they need it to go to a different email address, or you realise that you needed to include another signatory or something. It would be great to be able to edit the doc pack after sending, rather than having to cancel it and start all over again, loading each item for a second time and adding the signature link etc etc. All very time-wasting.