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  1. Xero HQ - Ability to sort clients by "Unreconciled Items"

    8 votes

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    submitted  ·  5 comments  ·  Practice tools  ·  Admin →
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    Penny Huelin commented  · 

    I also request this feature - it would be very useful to see which clients have unreconciled items to work on at the top of the list.

    Penny Huelin supported this idea  · 

  2. Document Pack - Ability to cancel without client receiving notification

    39 votes

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    submitted  ·  11 comments  ·  Practice tools  ·  Admin →
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    Penny Huelin commented  · 

    This is something that I've also requested - the wording on the email can be worrying as it implies that the job it was related to was cancelled. I had a pack that was signed by one person but the second person wanted to sign it manually. So I cancelled the pack when they both had signed it but they received the email and contacted me concerned that the actual job had been cancelled. This has happened a few times now as not everyone is able to sign into Xero to digitally sign a document. Ideally there should be an ability to disable the email or at least reword it.