Settings and activity

24 results found

1. Practice Manager - Link Jobs to Workpapers

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Sam Corbeau supported this idea  ·  25 September, 2023

2. Workpapers - Ability to use Custom Excel Templates

   160 votes

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   3 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   
   

   Sam Corbeau supported this idea  ·  25 September, 2023

3. Report Templates include a Signature

   44 votes

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   submitted  ·  5 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Sam Corbeau supported this idea  ·  20 July, 2023

4. Document Packs - Edit sent pack

   108 votes

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   39 comments  ·  For accountants & bookkeepers » Xero HQ  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   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;

   1. ability to change the email address/contact of a sent pack
   2. ability to add additional documents to a sent pack, and
   3. 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 would be of use. Are there any instances you've needed this and can share?

   
   

   Deeper understanding from you all will help the team determine what could be. 🙂

   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;

   1. ability to change the email address/contact of a sent pack
   2. ability to add additional documents to a sent pack, and
   3. 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… more

   An error occurred while saving the comment
   Sam Corbeau commented  ·  13 June, 2023  ·  Edit…  ·  delete…

   Agree with all comments.

   If I have the wrong email address for one signee and donwload the partially signed document to load into a new pack, this leaves the old one unsigned forever. The new pack also doesn't like the partially signed document because it has existing signatures embedded, so we have to go through a rigmarole to bring this into the new document pack.

   Wastes a lot of time.

   Save Submitting...