Settings and activity
6 results found
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38 votes
Jacqui Dexter
supported this idea
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104 votesJacqui Dexter
supported this idea
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9 votes
Hey Jacqui! Thanks for sharing your ideas 😊
We try to keep it to one suggestion per Product Idea, so I've updated your title to reflect the first suggestion in your post.
With your second suggestion, I've found this similar idea that you might like to vote on. If not, feel free to create a seperate post for your spend money idea!
Jacqui Dexter
shared this idea
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88 votes
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272 votes
An error occurred while saving the comment Jacqui Dexter
commented
Yes, really need this for one of my clients. The information is already there - frustrating that I can't pull a report or export a list. Pleeeease get this one adopted as soon as possible!
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403 votes
Appreciate your input here, everyone. Our team is looking into this idea however, they don't have any dates planned on when they’ll develop the ability to schedule emails.
Totally understand how this feature could benefit your workflow though, being able to schedule an email to send during acceptable hours, so you don’t have to remember!
Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status. And if there's any movement, we'll make sure to come back here and let you all know.
An error occurred while saving the comment Jacqui Dexter
commented
I didn't know about this page until just now - the help advisor directed me here after I sent this:
Is there any way on Xero to schedule the emailing of multiple invoices? For example, when there are large contracts for work spread out across a period of months, I raise several *predated* invoices, one for each month and I send all them to the client's customer. If it was me getting them, I could easily put them in Xero with the relevant advance dates on and it would be fine. But...the client's customers want them sent in the month they are dated for. Because there may be several customers like this, I would have to keep a spreadsheet of which invoices need sending on various dates across the months, which is time consuming and a lot of extra work. The work and costs for each of the customers are different each month, so they aren't 'repeating' as such. So, my question is... I need to schedule the sending of multiple invoices in advance - is there anything in Xero that could help me with this? I've looked but can't see anything obvious, maybe there is a workaround that you know about?
The Xero response was (long story short) no, it can't be done. Scheduled email sending can be done in Outlook for Windows though, so that's what I'll be doing in the absence of an in-Xero solution.
Not quite the same request but related...
If you look at the Account Transactions tab of the bank accounts it's easy to see that a file has been attached to the transaction, which is great. Now we need the same thing, a folder icon, next to each bill/invoice/Spend/Receive on the contact card. It's really irritating having to view each transaction to see if you've attached the paperwork or not. Why is this not already a feature?