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5 results found

  1. Account Transactions - Show details on batch payments in Description column

    3 votes

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Rachel Liddell commented  · 

    Bank reconciliation - ability to add a the name of the debtor or creditor to the bank transactions screen when a payment or receipt is for multiple items. Otherwise you just see the words Payment: multiple items

    Rachel Liddell supported this idea  · 

  2. Document Packs - Signature placement

    26 votes

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    1 comment  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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  3. Xero HQ | Document Packs Email Templates - Ability to edit

    48 votes

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    submitted  ·  9 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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  4. Document Packs - Edit sent pack

    99 votes

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    30 comments  ·  For accountants & bookkeepers » Xero HQ  ·  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…

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

    27 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Rachel Liddell shared this idea  ·