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2 results found

  1. Contacts: Statements - Allow to be sent to Contact Groups

    Ability to send statements to contact groups.

    Purpose: To make users’ easier to send statements rather than sending it individually.

    250 votes

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    146 comments  ·  Contact  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, it’s great to hear the use our customers find in Contact groups on Xero. We can totally get wanting to enhance the use of contacts and bulk send statements to all members of a group at once.

    In lieu of this functionality right now, you could manually filter and select contacts from your list before sending statements.

    With sights set on helping our customers collect payments faster, we have a team that is looking at work in the reminders and statements space and sending to contact groups is being explored as part of this. For the time being we'll move this idea to In discovery and I'll keep you looped in on any progress that could help needs here.

  2. Files inbox - Allow attachments to be drag & dropped from New Outlook

    Allow email attachments (such as PDF's) to be dragged from an email, and dropped into Files. This feature does not work with New Outlook, only Classic Outlook. As Classic Outlook will be made redundant by Microsoft one day, it's imperative Xero restore this functionality we have always had with New Outlook. This isn't an idea. This is a request to maintain the same level of functionality we have always had

    4 votes

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    1 comment  ·  Files  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing this feedback in Product Ideas, Tamara. Drag & drop options into Xero Files is something our product team are looking into, however we can't make any commitment to development at this stage. I will keep you updated of any progress around this here.

    In the meantime taking on board your feedback here they are keen to get further insight of the old to new outlook experience if there are any further details you'd like to share on your experience using Outlook with Xero, here?

    While the drag & drop you're after isn't available atm, you should be able to use the Files unique email to still send your attachments from Outlook to your Xero Files inbox.

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