Settings and activity
13 results found
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1 vote
Hi Alexandra, thanks for sharing your idea about being able to schedule the time to send a document pack.
We can see how having more control over when document packs are sent would be useful in managing your client communications more effectively. While this idea is still new, it’s been reviewed by our community team and is now marked as Gaining Support.
At this stage, we’re keeping the idea open to see how much interest it gathers—so if others would find this helpful too, please feel free to add your vote or leave a comment to share how it would benefit your workflow.
We’ll continue to monitor this idea and will post any updates here if things change.
Alexandra Goulden
shared this idea
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3 votes
Hi Rebecca, thanks for taking the time to share your idea for adding an invoice directly into a Document Pack. We can see how this would streamline the process and save valuable time, removing the manual steps of downloading and re-uploading invoices when sending documents to your clients.
Our Community team has reviewed your idea, and it can now gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
Thanks again for your contribution!
Alexandra Goulden
supported this idea
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34 votesAlexandra Goulden
supported this idea
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18 votesAlexandra Goulden
supported this idea
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8 votesAlexandra Goulden
supported this idea
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115 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…
Alexandra Goulden
supported this idea
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48 votesAlexandra Goulden
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4 votesAlexandra Goulden
supported this idea
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37 votesAlexandra Goulden
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83 votesAlexandra Goulden
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68 votesAlexandra Goulden
supported this idea
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297 votes
Hi everyone, thanks for sharing on your needs for a comprehensive client audit trail in XPM. We understand this feature is critical for accountability and data integrity, and we hear you on the pain points this is causing.
As you might've read and heard updates of our teams are currently working on a unified experience across practice tools with the Xero Partner Hub.
History of client changes aren't wrapped into the initial work, but this is something the team would like to look at longer term and for now we'll move the idea to Accepted. Once Xero Partner Hub is fully released we can consider and will share any updates around history with you all here
Alexandra Goulden
supported this idea
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389 votes
Hi everyone, we appreciate the support and feedback this idea has continued to receive, and the appetite for being able to add multiple addresses to a Clients record.
As you may have seen or read from our recent Xerocon announcement we have some exciting changes coming for our partners with Xero Partner Hub.
One of the big changes with this is unifying Client experiences and bringing them into one place - Meaning with Xero Partner Hub you'll have the ability to add multiple addresses for a client 😊
We understand there's a secondary request within this idea to be able to tag an email for specific purposes and we want to be upfront that his won't be possible with the initial launch but our product team are aware and considering how we might develop Xero Partner Hub for this use overtime - We have created a separate idea that we'd…
Alexandra Goulden
supported this idea
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