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  1. Xero Sign - Signature request log and timestamp history for accounts and tax returns

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    1 comment  ·  Practice tools » Practice management  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Thanks for bringing this to the community, Samantha. We understand the main request is to have an audit trail for e-signature requests, rather than relying on individual document statuses or email records to track activity.

    I’ve updated the status to Gaining Support so we can continue tracking community interest. What information would be most useful to have in a signature request history?

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    SAMANTHA CONWAY commented  · 

    It would be helpful to see when the request was made and whether the client has clicked on the link to sign but not completed the process. Possibly a prompt to resend the request if it hasn't been actioned after a few days. Then details of date signed and filed to Compaies House/HMRC
    Thank you

    SAMANTHA CONWAY shared this idea  ·