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  1. Document Packs - Ability to include Audit Certificate for E-signing

    14 votes

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    submitted  ·  6 comments  ·  Practice tools  ·  Admin →
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    Rebecca McGann commented  · 

    Required for SMSF audit purposes and needs to be readily available

    Rebecca McGann supported this idea  · 

  2. Document Packs - Edit sent pack

    122 votes

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    43 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for showing your interest here. We've been looking into your requests around Document packs, however want to be upfront that right now, editing sent packs is not on the immediate roadmap.

    We appreciate you providing more details on the exact scenarios where being able to edit a sent pack would be most helpful. It provides a good picture of the specific problems you're facing, which will help us explore various solutions in the future.

    We'll be sure to keep you updated on any progress.

    Rebecca McGann supported this idea  · 
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    Rebecca McGann commented  · 

    I agree with other user comments. It would save a lot of time and effort to be able to add / edit / replace document within a doc pack, rather than cancelling and starting again or having incomplete doc packs.
    Also being able to edit emails after a doc pack is sent (and then be able to resend to new email address) would help, as often clients don't advise updated email address until after the fact.