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  1. Document pack - History of reminders sent in Tax

    18 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Rebecca Noonan supported this idea  · 

  2. Xero Sign - Increase number and allow renaming of custom Xero sign templates

    2 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Rebecca Noonan supported this idea  · 

  3. Xero Sign - have the ability to see if a client has viewed the signing pack

    11 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Rebecca Noonan commented  · 

    We need this so we know if clients are receiving their documents

    Rebecca Noonan supported this idea  · 

  4. Xero Sign - Ability to add a 'Date' field

    12 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Rebecca Noonan commented  · 

    A date would be handy, currently we are having to ask them to sign for dates

    Rebecca Noonan supported this idea  · 

  5. Email Settings - Specify date/time to send transactions

    652 votes

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    267 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hey everyone, we've seen all your votes and comments, and we totally get it – not being able to schedule one-off invoices or pick specific send times is a real pain point. Your feedback makes it clear how much time it costs you and how it can affect your client relationships.

    Right now, repeat invoice templates go some way to providing some automation. But we know that's not quite what you're asking for when it comes to those one-off invoices or more precise timing for all your emails.

    The good news is, our product team is digging in to the work that'd be needed to develop a solution, and figuring out the best way to make this happen. While we can't give any promises just yet, please know that your feedback is a huge part of this discovery process. Keep those comments and votes coming!

    We'll post another update here…

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    Rebecca Noonan commented  · 

    Would be very beneficial

    Rebecca Noonan supported this idea  ·