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JAX is saving me so much time that I'm now able to hand write statements and post them to customers every month which they really appreciate. I'm so pleased the product team chose implementing a pseudo-AI search feature over this basic functionality that hundreds of customers have requested.

This is so basic....

Instead you bring us Jax...

Looking for a new platform.

I have pushed the code to a public repo for anyone that would like to use it.
https://github.com/MarcBanyard/XeroMailerWeb

The compiled code is available here
https://github.com/MarcBanyard/XeroMailerWeb/releases/download/v1.0.0/XeroMailerWeb.v1.0.0.zip

I'm happy to help get Google Workspace or Google Enterprise working with it, I didn't implement it as I didn't have an account to test with and don't use it personally.

If you are able to, please contribute to the code on GitHub.

If anyone would like to *********** test the code, it would be amazing if you could share the results with the community as this will help us all which is why I released the code to the public for free.

@David, I’m happy to work with you to get this working on the google workspace platform.

Feel free to reach out on LinkedIn and we can swap contact details and talk more.

@Marc: I was already aware of your web app, but as a small business, I do not have, need, or want a Microsoft 365 business account. I do have a Google Workspace account.

If you look on the thread you have listed you will see I've written a web app that solves this issue along with the emailing invoices issue.

The solution I've written is FREE and sends the invoices out and invoice reminders from your domain using an App Registration in your Microsoft 365 tenant.

If anyone has a Google Enterprise account I would be more than happy to look at integrating that into the app as well so it will work with both.

Please reach out if you would like to use it or test it out.

This seems like such a core service for an accounting package that I can’t believe we are still waiting for Xero to implement it. Meanwhile, according to an email from Xero a few days ago, I’ll soon be paying more than 2x my 2022 subscription fee. Exactly what are we paying so much money for other than avoiding what seems like an eventual yet reluctant return to QB?

Hi Xero,

Before any work on this, please address https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44960536-xero-mail-send-as-company-name-com-not-message first.

Email sending features in Xero are useless until this is resolved.

(If you are following this issue, please upvote the linked email issue.)

Thanks

Hi Xero,

Before any work on this, please address https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44960536-xero-mail-send-as-company-name-com-not-message first.

Email sending features in Xero are useless until this is resolved.

(If you are following this issue, please upvote the linked email issue.)

Thanks

We just use Trove (https://trove.works/) for this. Works perfectly and it's like £8

got tired of waiting for Xero to catch up

Interested to know what alternatives folks are exploring. Moving platforms feels like quite a big process which I guess Xero rely on to keep us stuck here.
I'm paying £8 for Statey.app but it's not quite what we need as some customers want fortnightly statements and that's on the £40 plan which would make Xero + Statey pretty much £100 monthly.

We are now looking at a new platform as this Company really does not give a **** about their customers requirements. The development team should be looking at what your customers really need not fancy stuff that will do no good for the end user. Xero will be losing our business by the end of this year and I hope others follow.

This cannot come soon enough. We’ve been asking for this for years, and if there’s no movement on automating customer statements soon, we will have no choice but to move to another provider. This is a basic function for any accounting platform, and the delay is beyond frustrating. Please make this a top priority before you lose more customers.

We are already paying a monthly subscription to Xero, we shouldn't have to pay a third party a separate monthly subscription for a basic task.

This should really be a regular feature, with many customers having to do this manually is not efficient at all.

It's surprising that Xero hasn't integrated this feature into their core code, especially since their message-service@post.xero.com email is currently being exploited to send spam with malicious payloads. The code I developed interacts with Xero's API when invoices are authorised. It requests the PDF, attaches it, and includes a link in the email with text that closely resembles the standard Xero template. The email is then sent using an App Registration in your Microsoft 365 tenant.

The process is straightforward. Anyone interested in using it will need to have Microsoft 365 (business, not personal). While I still need to write the web server setup guide, the setup for Xero and M365 is already complete. The setup is simple, and I've reviewed the AI-generated code thoroughly; everything looks fine (I have extensive experience with open-source projects).

I used AI to create the software to test its feasibility and effectiveness. As with all software, there are no guarantees it will be bug-free (please refer to any software's terms and conditions). However, after extensive testing, I am confident enough to release it to the community.

I've already reached out to Robert. If anyone else is interested in trying it out, I recommend setting up a Xero trial to evaluate the system. Once you're satisfied, you can transition to your main system.

Alternatively, you can integrate it with your Demo Company and, once you're confident, reauthenticate with your main Xero company.

I just find it amazing that Xero completely ignore comments made here for features (actually...it doesn't surprise me if you think about it).

All Xero and most other SaaS companies are now focused on seemingly locking in users and then gradually increasing the subscription over time to see where they can get to. All the while, the actual services offered and support go down in real terms.

I completely agree with the AI bot JAX...anything we seem to ask it to do, it cannot manage, then the things it can do aren't really any quicker than looking it up.

We have seen the same thing happen with our inventory system, prices have rocketed and yet the actual offering gets less and less.

Chris - we ae accountants and have raised how important this feature is, and yet they still don't listen! This should have been one of the first things Xero offered, it baffles me. They can soon implement price increases though!

A word of caution using the kindly offered app - AI generated code is notorious for glaring security holes and by using it you could unwittingly open yourself up to vulnerabilities/data breaches. Can you offer any reassurances Marc?

Hi Marc, Xero just dont give a sh1t anymore about users who aren't accountants their own AI bot in the product directs you here when you ask why it can't do anything! Can you share your GitHub repository? Would be a good place to put your code if you havent already you can also put a note that it addresses this long standing request and how hopeless Xero are. Really good of you to offer it out!