Settings and activity
18 results found
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14 votes
Lisa Favelle
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An error occurred while saving the comment -
108 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…
Lisa Favelle
supported this idea
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An error occurred while saving the comment Lisa Favelle
commented
Sometimes a client has changed their email address and not advised us, or there may be an issue with logging in to a certain account so they request it be sent to another instead. The fact that the whole pack that has already been complied and sent, can't just be resent, means extra time (that no one has) must to be spent to start the Doc pack all over again. These doc packs can often contain a long list of various document types, so it's often not a quick thing to do.
Also, the option to NOT send a cancellation notice to the client if a doc pack has to be cancelled, is something we identified as an issue from when we first started using Xero years ago. For various reasons, this may be necessary, and the cancellation messagejust confuses / concerns clients and results in follow ups to us to explain, as per Sonia Diacono's recent comment.
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31 votesLisa Favelle
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10 votes
Thanks for sharing your idea here, Rosalie - Is there a particular reason you'd find it useful to view the email address here?
This would be good detail to share back with the team, and may help others to see how this could benefit them too 🙂
Lisa Favelle
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7 votesLisa Favelle
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362 votes
Thanks for your involvement and sharing your interest in adding multiple email addresses for a client in Practice Manager with us here.
This idea has been reviewed by our product team however with other priorities right now we don't have immediate plans for developing this capability. If there's any movement or news we'll definitely share with you all, here.
Lisa Favelle
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17 votesLisa Favelle
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4 votesLisa Favelle
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An error occurred while saving the comment Lisa Favelle
commented
The ability to be able to report on (or at least filter on Returns page) by date sent for e-signing and/or marked as Out to Sign, would be very helpful.
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7 votesLisa Favelle
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13 votesLisa Favelle
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34 votesLisa Favelle
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263 votes
Hi everyone, we appreciate your involvement and sharing the different aspects of activity on clients history that'd be useful, and how this'd help your workflows. While we do believe this to be a valuable feature, that we may look to develop in the future, this isn't something we've been able to prioritise against other work right now. We'll continue to keep tracking and review this idea. If there is any change that'll impact you here we'll let you know.
Lisa Favelle
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79 votesLisa Favelle
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26 votesLisa Favelle
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100 votesLisa Favelle
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32 votesLisa Favelle
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250 votes
Appreciate your input here, everyone. This is a feature that our team have looked into and would like to develop for AU Payroll, however there are a few other key pieces of work lined up before they get a chance to explore this further.
Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. If there’s any movement, we’ll make sure to come back and let you all know.Lisa Favelle
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3 votesLisa Favelle
shared this idea
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Yes please! The inclusion of a 'total hours' column in the individual pay employee screen seems like a basic, commonsense inclusion that is missing! Ordinary hrs, leave, public holiday etc - so can be easily checked, without having to manually calculate all the fields.