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

    269 votes

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    submitted  ·  105 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Clare Kendall C.FICB commented  · 

    @Jame Leat - Xero support told me they can manfully retrieve the emails from their systems for you (up to a certain time frame). Hope this helps your court case. Obviously it's not an ideal solution

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    Clare Kendall C.FICB commented  · 

    It's critical to be able to view what has been sent to the client. As it could be sent by any user of the system. Any audit trail isn't complete without it.

    Clare Kendall C.FICB supported this idea  · 

  2. Xero Network - Include PDF of Invoice when sent with Xero Network Key

    80 votes

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    33 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your interest in being able to send a PDF of an invoice via the Xero Network. 


    While this isn't something we're looking to develop atm. For those in AU and NZ you could look into sending e invoices via the Peppol network. 


    Through e invoices you can attach and include files as well as a PDF of the invoice - See more on Xero Central 

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    Clare Kendall C.FICB commented  · 

    @Yolande
    Thank you for the update. Very much appreciated. I can see you’re using the new eInvoicing, and whilst it’s great that it works for you, over half of U.K. businesses are not VAT registered and therefore can’t use it because it requires a VAT number.
    All this said, if Xero can make it work for half the customers, I hold some hope they make make it available for the other half. Thanks again 😊

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    Clare Kendall C.FICB commented  · 

    @Yolande
    Are you referring to the tickbox on the Confirm Message Settings screen saying "Include PDF attachment" above " Send via Xero Network"?
    Or is there another tickbox which works somewhere?
    (If you test ticking both boxes mentioned above, the PDF is not attached to the invoice when sent Xero to Xero)

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    Clare Kendall C.FICB commented  · 

    Agree with Martin & Ashley, especially on the inefficiency of the current functionality

    Clare Kendall C.FICB supported this idea  · 
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    Clare Kendall C.FICB commented  · 

    The client needs the invoice for their records, without it HMRC could disallow the expense. Please prioritise this request.

  3. Invoice Reminders - Auto email Statements to customers

    456 votes

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    100 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your support on the idea, everyone. We thoroughly appreciate your participation, and letting us know where you'd like to see change across Xero.

    Customer statements, is an area of Xero that needs upgrades to it's technology in order to make ideas like this one here possible.

    Currently, while we have plans for modernising this space soon we cannot commit to any new developments for Statements until this work has been complete. Once this has been done I'll round back to the idea here when we can reset the objectives.

    Clare Kendall C.FICB supported this idea  · 

  4. Reconcile- Xero subscription invoice to be added automatically to xero for reconciliation

    582 votes

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    38 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, leading on from my last update we have now released improvements to eInvoicing for those in the UK! With the latest change you'll now find we've made it easier for you to opt-in to receive your Xero subscription bill via eInvoicing. You can now do this from your online invoice (My Bills page) instead of through the Billing contact page. Helping save you time and reduce manual data entry every month.😁
    We understand there are other regions that'd still like to see this functionality developed and we'll shift back to submitted and share when there is news of moving this further afield.
    We also wanted to address the recent comment of data sharing - We'd like to confirm that Xero do not share data with Peppol.com. We use the Peppol network and the subscription invoices are sent using our wholly owned provider, Tickstar.

    Clare Kendall C.FICB supported this idea  · 

  5. Fixed Assets - Attach a file

    643 votes

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    29 comments  ·  For small businesses » Accounting features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we value your input to this idea and how adding files directly to a fixed asset in Xero would be of use and improve efficiency for our customers.

    Noted in my last update - our team are now in the midst of building Fixed Assets with updated technology. We plan to begin releasing this in the latter part of this year.

    Our product team have paid close attention to the requests related to Fixed Assets here in community as they develop, and we do have intentions of providing the ability to attach files to assets.

    For now, we'll shift to Under review and I'll keep you updated when we're closer to making this available to you all.

    Clare Kendall C.FICB supported this idea  · 

  6. Customer Statement - Automated statements for contacts

    365 votes

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    submitted  ·  84 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Clare Kendall C.FICB commented  · 

    This would be very useful indeed but would need to be configurable to choose which clients would receive statements

    Clare Kendall C.FICB supported this idea  ·