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1. Payroll | Employees - Upload/attach files in notes section

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   264 comments  ·  Payroll & expenses » Payroll  ·  delete…  ·  Admin →
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   In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we'd like to return with an update for all who've supported the idea for attaching files within Payroll.

   As we develop foundations of payroll to enable us to consider new features like this, we're beginning discovery of how we might build this capability and when this could be planned in our roadmap.

   This is just the initial stages of diving deeper into this work, but steering in the right direction.

   I'll be sure to share any progression around attachments within payroll with you all, here.

   Darren Van der pol supported this idea  ·  15 May, 2023

2. History & Notes - Xero Mail - Log of mail sent via Xero

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   174 comments  ·  Reports & tax » History & notes  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.

   As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.

   Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.

   Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address in History & Notes, including where an invoice is resent. Adding the ability to quickly confirm who an email was sent to.

   We know a full log of the email body is the ultimate goal for many of you, however we want to be transparent that this is not something we have planned in the next 12 months, however we're watching this idea sharply and will share any new updates right here if anything changes.

   Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.

   As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.

   Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.

   Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address… more

   An error occurred while saving the comment
   Darren Van der pol commented  ·  30 May, 2022  ·  Edit…  ·  delete…

   As others have stated. I am surprised this is not a standard function.

   Most definitely need this developed as soon as possible.

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   Darren Van der pol supported this idea  ·  30 May, 2022