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  1. Document Packs - Text box for documents within a pack

    38 votes

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    8 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for your support in the idea here. Reading over there are 2 separate requests in the one thread

    • Ability to create a default email template for sending document packs 
    • A text box on single documents in a pack 


    We have another idea that's been started around the default email template across here and I invite all those interested to add their votes. 

    For the thread here I've updated the title slightly for the Text box on individual documents so we can track the interest in each of these separately. 

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    Lee Balfour commented  · 

    Yes the ability to set up a standardised email template for sending out the document packs is an important feature that should be looked at. Thanks,

  2. Practice Manager - Highlight/banner for notes

    121 votes

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    13 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Lee Balfour commented  · 

    This idea or something similar would be great so that if there is important info that staff need to be aware of for a particular client that it is shows up in the clients details at top either in a differernt colour or as a banner that cant be missed. The current notes work well for general info but not for anything more important.