Settings and activity

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

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

   Hey team 😊 happy to come back to share that this work is now underway with our product team as they begin development for managing files within Xero Payroll.

   We really value the feedback we've received from you all in this idea, which has helped inform our teams approach to developing a solution that will fit majority of needs.

   I'll return to share as we get nearer to release with more information on what this looks like including where and how you'll be able to attach files in Payroll.

   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

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   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