Settings and activity
8 results found
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17 votes
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Kayla Hardie
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85 votesKayla Hardie
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97 votesKayla Hardie
supported this idea
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160 votes
Hi everyone, we thoroughly appreciate hearing where our users would like to see change across Xero. We also hear feedback through many other sources, and realistically while we’d love to, we simply cannot work on all things at once. Our product teams must make hard choices on where, and what to develop everyday, to continue delivering consistently high value to our customers.
That being said, there are no plans to make Xero a fully functioning email system for communicating with your contact base, like what’s being asked here. Focus for the team at present is needed on more critical projects, such as building on beautiful. There are many integrations available through our ecosystem, if you don’t find one specifically for sending out bulk emails to contacts, you could approach a custom-cloud integrator to build one for you at a fee.
I know this isn’t the news you’re hoping…
Kayla Hardie
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24 votes
Hi everyone, we’ve made an update to reminders so you can now send multiple reminders at once - you can find out more about it 👉 here. We are hoping that this will 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
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4 votes
An error occurred while saving the comment Kayla Hardie
commented
100% agree
Kayla Hardie
supported this idea
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4 votes
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
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90 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…
An error occurred while saving the comment 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
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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