Settings and activity
2 results found
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98 votes
Hi community, thanks for your support and sharing in the idea here. Diving into your comments, there are a few different ideas that we're picking up on within this one thread;
- ability to change the email address/contact of a sent pack
- ability to add additional documents to a sent pack, and
- the ability to edit metadata of a sent pack
For the first, we'd like to better understand what is driving the need to change the email address? is it down to a typo when entering it? or if its on a tax return, is it wrong on the client record etc?
Although it's not possible to add additional documents to a pack right now, creating and sending a new document pack is essentially the same - Is there any reason this isn't suitable?
Lastly, it'd be good to get more substance of how the ability to rename a pack…
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Carol Corlett
supported this idea
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35 votes
An error occurred while saving the comment Carol Corlett
commented
Hi Xero
need this feature as it takes so much time to go back to check prior period timesheets if there are queries. Currently our auditors are asking for timesheet info going back months which is so time consuming for them to find.Carol Corlett
supported this idea
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To be able to edit the document pack email addresses would save so much time - I have had to cancel so many packs due to needing to change the email address and then the cost of having to set up a new one and use more transactions adds up.