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24 results found

  1. Document Packs - Send me a copy of the email

    45 votes

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    submitted  ·  10 comments  ·  Practice tools  ·  Admin →
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    Sophia Sanchez supported this idea  · 

  2. Document Packs - Edit sent pack

    125 votes

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    43 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for showing your interest here. We've been looking into your requests around Document packs, however want to be upfront that right now, editing sent packs is not on the immediate roadmap.

    We appreciate you providing more details on the exact scenarios where being able to edit a sent pack would be most helpful. It provides a good picture of the specific problems you're facing, which will help us explore various solutions in the future.

    We'll be sure to keep you updated on any progress.

    Sophia Sanchez supported this idea  · 

  3. Report Templates - Ability to add any report

    300 votes

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    44 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, following on from my last update though our position remains that we don't have plans for making all reports available in report templates we wanted to share a recent change we have made.

    We have unlocked the ability to add client-specific custom reports to Adviser packs, giving you additional flexibility and more comprehensive reporting, which we know has been a key request for some in the idea here.

    As mentioned in our last post - we're very keen to continue to understand the interest in specific reports, so if not already please make sure to add your support or start an idea for a the report you'd like to see. Thanks

    Sophia Sanchez supported this idea  · 

  4. Contacts - Warning if entering contact simliar to existing

    120 votes

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    submitted  ·  40 comments  ·  Contacts & files » Contact  ·  Admin →
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    Sophia Sanchez commented  · 

    a possible duplicate contact report that can be run in Xero to pinpoint contacts that may be duplicated for easy contact management

    Sophia Sanchez supported this idea  · 
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