Settings and activity
5 results found
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2 votes
Sonia Diacono
shared this idea
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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…
An error occurred while saving the comment An error occurred while saving the comment Sonia Diacono
commented
It would also be nice to be able to save a different default wording to the email that goes with the document pack, as the wording in the current email is clunky at best, so I usually manually rewrite it if I'm not in a crazy rush! With most other xero stuff, we are able to make our own templates for emails, so I have no idea why we are told it's not possible with doc packs
An error occurred while saving the comment Sonia Diacono
commented
I agree that to be able to change an email address on a document pack would be great, as clients often tell me at the last minute that they need it to go to a different one to the one I have on file. I also think it is extremely unfair that, if an email address need to be changed after having sent the document pack, we get CHARGED DOUBLE - once for the original email address that never gets any signatures used against it, and secondly for the correct email address. This is a complete rort I am sure you are all aware of.
An error occurred while saving the comment Sonia Diacono
commented
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.
Sonia Diacono
supported this idea
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32 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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173 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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Also with document packs, if one signature isn't collected by the document pack, the pack remains active unless you cancel it. The big issue here is that when the pack is cancelled, the clients get sent an email to tell them the pack was cancelled and they get in a terrible panic that their tax returns haven't been filed. They then call or email and I have to talk them through the fact that the email that was sent to them is nothing to worry about, their tax returns haven't been cancelled, but that the document pack has been cancelled as there was one signature missing that isn't really relevant - this is time consuming and also can make some clients quite anxious. To have the choice to NOT send the cancellation email with the pack is cancelled would be sooooo valuable. I have had to create a template email to send out to clients to explain the cancellation email, but even though I take the time to send this extra email out, I still get some concerned clients contacting me about this. Such a time-waster, from a product that is meant to SAVE us time!