Settings and activity
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50 votes
Hi Gareth, appreciate your feedback on new Xero Workpapers here. Atm, you can refresh the pack after making template changes for them to pull through.
It'd be good to get more understanding of the scenarios in which you'd like to delete packs - For example when or why you'd want to delete packs and the sort of users you'd want to allow to delete packs to help us better assess your idea here. Thanks!
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Marissa Mestros
supported this idea
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256 votes
Hi team, I’m back again as the ability to accept deposits with Stripe has been released to the majority of regions (UK, US, NZ, AU SG, and CA) with sights set to get this to 100% asap.
Additionally to the feature we first rolled out, we've now added a due date field that allows you to set a specific date you expect payment of the deposit to be received and will be visible when sent to your customer.
Thanks again for your involvement in the idea here and helping us evolve Xero to better suit the needs of our customers.
Marissa Mestros
supported this idea
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People make mistakes and therefore deletion of incorrect workpaper packs is a pretty important feature to maintain the database of working files.
Examples of needing to delete packs include when files are opened for the incorrect client (multiple entities in the group with similar names/xero files, not all entities in the group requiring a workpaper pack, etc) as well as plenty of other small mistakes in the file's set up (due date, etc) means we need to be able to delete the workpaper pack and re-create it if required.
This should be a pretty standard feature... if you can create it, you should be able to also delete it.