Settings and activity
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23 votes
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Jennifer Martyn
supported this idea
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Jennifer Martyn
commented
Completely agree with Sarah's comments. Often the case that parties to the document pack are unable to e-sign and opt to sign a paper copy.
The ability to be able to "amend" an email address once it's been sent for e-signing would also be a good option. As can sometimes be the case an email address is wrong or has been changed or a client prefers an alternative email address (after the fact). Hope XERO will consider both suggestions. Thanks -
23 votes
To make sure I understand - Would this be to select certain files that are always attached when the rule is used, Jennifer?
Jennifer Martyn
supported this idea
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Bank Reconciliation - Account Transaction / Bank Statements - Navigation at top of page
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Xero example 1.png 6 KB -
Xero Page number banner.pdf 11 KB -
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Screenshot 2023-04-20 125114.png 7 KB
88 votes
Jennifer Martyn
supported this idea
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Agree, this would be beneficial to our office to be able to clean up a whole lot of document packs.