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1. Workpapers - custom tables do not export to pdf

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   0 comments  ·  For small businesses » Accounting features  ·  Edit…  ·  delete…  ·  Admin →
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   Kiala Folkard shared this idea  ·  18 March, 2025

2. Workpapers - Ability to use Custom Excel Templates

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

   
   

   Kiala Folkard supported this idea  ·  18 March, 2025

3. Xero Sign - Change wording to "Click to review and sign" rather than "Click to sign"

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   submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   Kiala Folkard supported this idea  ·  23 October, 2024
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   Kiala Folkard commented  ·  23 October, 2024  ·  Edit…  ·  delete…

   We have also had clients call, thinking they won't be able to review their documents once they 'click to sign'

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4. History & Notes - Xero Mail - Log of mail sent via Xero

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   submitted  ·  168 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Kiala Folkard supported this idea  ·  28 March, 2024