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  1. Reporting - Attach documents to published reports

    23 votes

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    9 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Kelly Hetherington (Baker Tilly Staples Rodway) commented  · 

    for audit trail requirements this would be very helpful as currently actual bank account statements have to be saved externally or in Xero Files separate to where the relevant report actually is located.

    Kelly Hetherington (Baker Tilly Staples Rodway) supported this idea  · 

  2. Xero Support: Include organisation name in Case notification emails.

    1 vote

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    1 comment  ·  Practice tools » Practice management  ·  Admin →
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    Gaining Support  ·  AdminDavid Reynolds (Admin, Xero) responded

    Thanks for sharing this. I can see how including the client or organisation name in support email notifications would be helpful.

    This isn't something we are currently working on, but we'll share it with the community to gauge interest. Be sure to share your idea with any colleagues who could benefit so they can add their vote!

    Kelly Hetherington (Baker Tilly Staples Rodway) shared this idea  ·