Email W-9 requests directly from Xero (vs. external email client)
All of our firm's payment processors (including standalone Melio) allow us to request W-9s from vendors via an email service built directly into the platform. (As opposed to Xero's current solution, which provides template text that we have to send manually via an external email client.)
As bookkeepers, we like to retain a degree of separation from our clients' vendors, so for instance we appreciate the ability to send invoices directly within Xero (even though the reply-to email address does ultimately link back to our bookkeeping firm).
We would love the same option to send W-9 requests directly from a contact's profile via Xero's internal email service - both to preserve that degree of separation, and just to streamline the process. (The current copy-paste into a draft email method is just a clunky way to work.)
Additionally, it'd be great if we could initiate that process directly through Online Bill Pay for vendors we're paying in that system - but that could be further down the line.
Thanks!
Elliot Colbert
shared this idea
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂