Settings and activity
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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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29 votes
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Michelle Cock
commented
Starting from 1 July 2022 we will need to start preparing General Purpose Financial Statements for some of our clients. It would be amazing if Xero had a report template that we could use to prepare these.
Michelle Cock
supported this idea
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In response to point one. After first confirming with the client which email address they would like their document pack sent to (they have several). They have now changed their mind and would like it sent to another email address. This document pack currently contains 11 documents (including 4 sets of financial statements and 4 tax returns). This will take up 15 minutes of my day. Whereas editing the email address and resending would take less than a minute. This type of situation happens a lot.