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26 results found

  1. Document Packs - Import into Workpapers

    17 votes

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    submitted  ·  0 comments  ·  Practice tools » Classic Workpapers  ·  Admin →
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    Kim Hume supported this idea  · 

  2. Xero HQ - Document Packs automated reminders

    35 votes

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    8 comments  ·  Practice tools  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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!

    Kim Hume supported this idea  · 

  3. Document Packs - Archive once Completed

    21 votes

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    submitted  ·  8 comments  ·  Practice tools  ·  Admin →
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    Kim Hume supported this idea  · 

  4. Document Packs - Select signatories from Xero HQ

    15 votes

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    submitted  ·  3 comments  ·  Practice tools  ·  Admin →
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    Kim Hume commented  · 

    It could also automatically sugges the email address of the client that you have set up the pack for, assuming that is who you are sendiing the documents to for signing

    Kim Hume supported this idea  · 

  5. Personal Tax (UK) | Add ability to track capital allowances

    26 votes

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    9 comments  ·  Practice tools  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, thanks for our ongoing engagement. I can confirm we've started working on this. We're building the product so that it will be usable with personal tax, partnership tax and MTD IT in the future. We'll keep you update on the progress for this, here.

    Kim Hume supported this idea  · 
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    Kim Hume commented  · 

    I agree with this, it would be a huge time saver and something our current software does really well (BTC)

  6. UK Tax - Tax Return/Filed accounts status reporting

    13 votes

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    submitted  ·  1 comment  ·  Practice tools  ·  Admin →
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    Kim Hume supported this idea  · 
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