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

    38 votes

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    submitted  ·  9 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Sara Baynes supported this idea  · 
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    Sara Baynes commented  · 

    A BCC field on the send for signature would be useful and so we could send a copy to ourselves?

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    Sara Baynes commented  · 

    I agree - and not just the document packs - also the basic tax return sent for signature per this link as sometimes I add unique wording and once it is sent I do not have record of what was written to the client. https://central.xero.com/s/article/Request-an-e-signature-for-a-tax-form#Resendarequestforesignaturetoyourclient

  2. XPM | AU Tax - Automatically email lodgment confirmation to clients

    44 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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