Settings and activity
14 results found
-
114 votes
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;
- ability to change the email address/contact of a sent pack
- ability to add additional documents to a sent pack, and
- 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…
An error occurred while saving the comment 
Emma Wieden
supported this idea
·
-
305 votes
Hiya team, we had high hopes but unfortunately we've had to put plans for being able to copy & transfer the Capital Gains Tax(CGT) worksheet down for the intermediary.
We still intend to bring focus to this idea over the longer term but will shift this idea back to Submitted for now until we can begin active development. As soon as there's more word to share I'll be back with an update, here
Emma Wieden
supported this idea
·
-
9 votes
Thanks for sharing your idea in the forums here, Subegh and to those that have already shown support.
We are keen to get a better sense of the wider interest from the community in this, here.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
Emma Wieden
supported this idea
·
-
14 votesEmma Wieden
supported this idea
·
-
27 votesEmma Wieden
supported this idea
·
-
16 votes
Hi Vicki, we're grateful for your detailed suggestion of how to improve the validation error linking and highlighting experience in AU Tax.
We'll continue to monitor the level of support this idea receives from the community. Thanks again for your contribution.
Emma Wieden
supported this idea
·
-
118 votesEmma Wieden
supported this idea
·
-
43 votesEmma Wieden
supported this idea
·
-
26 votesEmma Wieden
supported this idea
·
-
4 votesEmma Wieden
supported this idea
·
-
20 votesEmma Wieden
supported this idea
·
-
49 votes
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.
Emma Wieden
supported this idea
·
-
12 votesEmma Wieden
supported this idea
·
-
8 votesEmma Wieden
supported this idea
·
The lack of this feature is causing a lot of unnecessary re-work for our admin, for what should be (and is in other software) an easy and small change. Ability to change email address would be the priority feature in my opinion.