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  1. Xero Sign - Send copy to self

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    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Simonne Fleming commented  · 

    Also needed for Xero Ask. Ideally it would be attached to the client card in Xero somewhere (my current work around for this is having to copy the cover email text, and then paste it as a 'Note' to the client card (or job card) in XPM. But this can get forgotten and is not a true audit trail.

    Simonne Fleming supported this idea  ·