Skip to content
← Share and support customer ideas for Xero

Settings and activity

2 results found

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

    37 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  9 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Sara Baynes supported this idea  · 
    An error occurred while saving the comment
    Sara Baynes commented  · 

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

    An error occurred while saving the comment
    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

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Sara Baynes supported this idea  ·