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171 votes
Hi community, thanks for sharing your continued interest here. We appreciate the importance of having assurance that mail you send from Xero is being received, and that being able to send from your own company email would increase confidence in this process.
I can confirm this idea has been regularly reviewed by our product teams, and being able to send from your own company email is on their radar. Currently there are other priorities, and platform work that requires their attention, before they can consider this more deeply.
We'll move the idea back to submitted so we can continue to gauge the interest through votes here. When there is opportunity to pick this up, I will share any news with you all here.
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Phill Jones
commented
That is very disappointing news. It's strange that you say it's a rather complex thing to do, given that Zoho support this in their free tier of their CRM.
For us, it's not too much of a hassle because we don't generate a huge amount of invoices and can afford to download them and email them ourselves manually.
Just to straighten things out for those who aren't sure of the practicalities of this problem. You should never send an invoice, or any other email from a third party server that doesn't have an SPF and DKIM integration. You should certainly never do so with your email address in the from or reply-to fields. That may be what Xero suggest but most corporate email servers will send emails like that straight to quarantine because they look like phishing attempts.
You shouldn't trust what Xero say about this, because by their own admission, they don't have the necessary expertise in this area to give advice.
There's a few understandably angry folks in the thread. My advice is if you can't live with downloading your invoices and mailing them manually, perhaps because your volume is too high. Then honestly, your best course of action is to switch to a competitor. As Hannah explained, email integration is outside of Xero's capabilities, so they're not going to implement it.
An error occurred while saving the comment Phill Jones
commented
@Tim Sneller
What you're suggesting is that xero could have an in-built email client, configurable perhaps using IMAP or POP to send emails through your own email server. That's possible and would work for many customers, you're right.
That said, what most accounting and crm software does is a little different and It's not as difficult as you might think. Emails for a particular domain don't have to come all from the same server. If they did, applications like Gmail for business and Office 365 wouldn't be able to work.
It's possible to send emails for a domain from any server, provided, the DNS records for that domain allow it. In fact, that's how email is always set up these days, there's nothing unusual about it. Without being too technical, you'll see terms like SPF, DKIM and DMARC referring to the settings that need to be put in place in your domain's DNS record.
As others have said, it's not in the least bit dodgy, fake or even unusual, it's just basic email setup. I get that some people might not be comfortable, but there are step-by-step guides on the internet to do this and as a last resort, folks who really can't manage it can use the existing workflow.
Phill Jones
supported this idea
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I see some recommendations for Zoho books below.
If you're looking for alternatives that support the ability to send invoices from your own domain, take a look at
Sage
FreeAgent
Quickbooks
They all have SPF, DKIM and DMARC support.
Part of the problem is that Xero's sales strategy is to sell through accounting firms. They get accounting firms to switch over and take their clients with them. So they only care about requests from accounting firms.
So if you're looking for an accountant, try to avoid ones that only offer Xero support if you can and explain why to any accountants you choose not to do business with. If you're not up for the hassle of switching accountants, put pressure on your accountant to support other platforms.