Settings and activity
11 results found
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71 votes
Dani Bennett
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90 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…
An error occurred while saving the comment Dani Bennett
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145 votesDani Bennett
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19 votesDani Bennett
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159 votesDani Bennett
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3 votesDani Bennett
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49 votesDani Bennett
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132 votes
Hi community, thanks for all your inputs and support in this idea so far.
💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business.
If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here.
Dani Bennett
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32 votesDani Bennett
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137 votes
Thanks for all the detail around the different scenarios a pause function for the timer would help with.
Our team have been taking interest in ideas in the forums here.
With the way the timer works with Practice Manager today, developing the ability to pause this would require extensive work and this isn't something we're able to resource at this time.
As we enhance integrations through practice manager our practice teams will continue to track ideas on the site here, and share if there's any change.
Dani Bennett
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1 voteDani Bennett
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We use workpapers not just for accounts but for all work that requires review. Such as a new Xero conversion project. We have tailored our own checklist and use to ensure staff complete all steps. However we can't name the pack and so it can get confusing as we may have an accounts pack and a Xero conversion pack for the same client.