← Share and support customer ideas for Xero Settings and activity 1 result found XPM | Job Manager - Attach Documents and Notes to Recurring Jobs 4 votes vote vote vote We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close vote We’ll send you updates on this idea submitted · 1 comment · For accountants & bookkeepers » Xero Practice Manager · delete… · Admin → How important is this to you? Not at all You must login first! Important You must login first! Critical You must login first! We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close An error occurred while saving the comment Alison Walton commented · 05 August, 2024 · Edit… · delete… When I generate a new job in Jobs I would like my workpapers and standard documents to automatically generate. This would include all my checklists, working papers, engagements, coverletters and any other misc documentation that we need. Save Submitting... Alison Walton supported this idea · 05 August, 2024
Alison Walton
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When I generate a new job in Jobs I would like my workpapers and standard documents to automatically generate. This would include all my checklists, working papers, engagements, coverletters and any other misc documentation that we need.