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  1. AU Tax - SMS Option for Sending BAS and Tax Returns for E-Signing

    9 votes

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    4 comments  ·  Practice tools  ·  Admin →
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    Gaining Support  ·  AdminBelinda Welsh (Admin, Xero) responded

    Thank you for sharing your valuable idea and letting us know which changes matter most to you.

    We have successfully reviewed your submission! Your idea is now available for the community to support.

    The next step: Please share your idea with colleagues who would benefit from this change. Their votes and comments are essential for building momentum and demonstrating the impact this improvement could have on their experience with Xero.

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    Michelle Clarke commented  · 

    this is an essential update immediately required! we have found texting clients to remind to sign has a huge success rate - to have the ability to include a link to directly sign would save time, increase efficiency and provide a seamless experience for the client

    Michelle Clarke supported this idea  · 

  2. Clients - Ability to set an email for a specific purpose

    82 votes

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    19 comments  ·  Practice tools  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    We're interested to understand the interest in being able to add multiple emails to a clients record, for the purposes of setting these up for different purposes.

    It would be great to hear more detailed feedback from our partners on the particular purposes you'd want to set up emails for and how this would help you through Xero's practice tools. Thanks!

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    Michelle Clarke commented  · 

    agreed, to have the signiture request email and a correspondence email clearly defined would be extremely helpful

    Michelle Clarke supported this idea  ·