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

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   submitted  ·  3 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Rebecca McGann commented  ·  11 November, 2024  ·  Edit…  ·  delete…

   Required for SMSF audit purposes and needs to be readily available

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   Rebecca McGann supported this idea  ·  11 November, 2024

2. Document Packs - Edit sent pack

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   30 comments  ·  For accountants & bookkeepers » Xero HQ  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   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;

   1. ability to change the email address/contact of a sent pack
   2. ability to add additional documents to a sent pack, and
   3. 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 would be of use. Are there any instances you've needed this and can share?

   
   

   Deeper understanding from you all will help the team determine what could be. 🙂

   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;

   1. ability to change the email address/contact of a sent pack
   2. ability to add additional documents to a sent pack, and
   3. 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… more

   Rebecca McGann supported this idea  ·  09 February, 2023
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   Rebecca McGann commented  ·  09 February, 2023  ·  Edit…  ·  delete…

   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.

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