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  1. 18 votes

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    Kayla Hardie commented  · 

    agree - i would like it if we could select multiple clients on the "out to sign" tab and then select a button "send another signature request reminder" to all selected.

    this would be handy once the 3 reminders have already gone out - and the client still hasnt signed and it reverts to manual reminders

    Kayla Hardie supported this idea  · 
  2. 125 votes

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    Kayla Hardie supported this idea  · 
  3. 114 votes

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    Totally understand how notifications of errors can improve efficiency and handling of returns in Xero Tax (AU). Thanks for all your input and sharing on this idea, everyone.

    While we have a few pieces of work underway atm, this is something our team are looking to develop. We're going to move this to Under Review and as we have more info and progress we'll return to share this with you all, here. 🙂

    Kayla Hardie supported this idea  · 
  4. 237 votes

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    Hi community, I know it's been sometime since our last update and while we still don't have any plans for building a complete email system within Xero we wanted to share news of a new integration very much centered around needs expressed by some customers, here.

    Xero have partnered with Constant Contact to provide our customers a free integration to help small businesses streamline accounting and marketing by keeping customer data connected and automating routine tasks.

    With Xero + Constant Contact you'll be able to segment and engage your customers using financial and transactional insights, making it easy to deliver targeted marketing campaigns that drive results. You can also improve cash flow by sending automated invoice reminders and payment follow-ups through Constant Contact’s email campaigns, helping you reduce late payments. Xero customers can get 50% off any Constant Contact plan for 6 months. Terms apply.

    If this integration doesn't quite…

    Kayla Hardie supported this idea  · 
  5. 30 votes

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    Hi everyone, you can now send multiple reminders at once - you can find out more about it 👉 here. This'll reduce the time spent sending reminders for document packs.

    We aren’t ruling out automated reminders in future though, so give it a go and let us know your thoughts!

    Kayla Hardie supported this idea  · 
  6. 7 votes

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    Kayla Hardie commented  · 

    100% agree

    Kayla Hardie supported this idea  · 
  7. 4 votes

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    Hey community, thanks for you interest in this idea. 

    Wanted to let everyone know about a change to document packs in Xero HQ 😊

    Whilst not quite what this request is after, if you're a member of a UK, NZ or AU practice, you'll now be able to send out bulk reminders for document packs in Xero HQ.

    As this request is specifically for bulk reminders in AU Xero Tax, I won't be closing it out. We'll leave it open to continue to collect feedback and gauge community interest.

    Kayla Hardie shared this idea  · 
  8. 115 votes

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    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…

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    Kayla Hardie commented  · 

    I 100% agree with all the other users and comments below.

    The extra addition I would like to add would be the total file size to send in a doc pack

    it would be a great feature if we could implement Trust deeds to be signed or Superfund financials and tax return Documents the exceed the file size limit.

    Kayla Hardie supported this idea  ·