Settings and activity
4 results found
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14 votes
Katrina McLaren
supported this idea
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122 votes
Hi everyone, thanks for showing your interest here. We've been looking into your requests around Document packs, however want to be upfront that right now, editing sent packs is not on the immediate roadmap.
We appreciate you providing more details on the exact scenarios where being able to edit a sent pack would be most helpful. It provides a good picture of the specific problems you're facing, which will help us explore various solutions in the future.
We'll be sure to keep you updated on any progress.
Katrina McLaren
supported this idea
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100 votes
We're interested to understand the interest in being able to add multiple emails to a clients record, for the purposes of setting these up for different purposes.
It would be great to hear more detailed feedback from our partners on the particular purposes you'd want to set up emails for and how this would help you through Xero's practice tools. Thanks!
An error occurred while saving the comment Katrina McLaren
supported this idea
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101 votes
Hi everyone, while this is an idea that our team would like to explore, there are other pieces of work priortised for the time being. We'll shift the status of this idea back to submitted. When there is more news to share around this we'll be back to update you all, here.
An error occurred while saving the comment Katrina McLaren
commented
More efficiencies to be gained from adding this feature.
Katrina McLaren
supported this idea
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We use document packs for some of our clients and need to make sure that the email address used is the one they use to login to Xero with, otherwise the client cannot access. What I mean by that is, the client has an email address they use to login to Xero, but it is different to the email address they use on a daily basis. To get around the issue, we have had to create a custom field in XPM so we can record the email address that needs to be used for esigning and document pack purposes.