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  1. Bank Feed - Charities Aid Foundation (CAF)

    561 votes

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    286 comments  ·  Banking & chart of accounts » Bank feeds  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate the growing interest this idea's gaining and want you to know our product teams are very attuned to our customers desire for a bank feed for CAF bank.

    We're continuing to work closely with our third party integrators to make more bank feeds available via open banking. A feed for CAF is high on our agenda, however we're reliant on third party integrators to support this integration in order for us to deliver this for you all.

    I want to assure you we're pushing for it's integration, but we cannot commit or confirm a timeline for this work to be undertaken.

    As soon as there's progress to share we'll happily provide further updates for you all.

  2. Email Settings - Specify date/time to send transactions

    719 votes

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    294 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, I'm pleased to share that we're moving forward with the ability to schedule the send of an invoice from Xero.

    We're in the early phase of releasing our new invoicing scheduler to customers, and appreciating the direct interest you've all shown here we've included everyone that's voted on this idea in our initial rollout!

    You'll see a tool tip on the invoice page for email scheduling, and be able to choose the right date/time when you go to email an invoice (from the send email dropdown). 😊

    We're really keen to hear your feedback.

    We appreciate there are asks within this idea for being able to schedule the send of other document type such as payslips and want to be upfront that this isn't in the roadmap at present. However, once our invoice scheduler is out to all, we'll be monitoring it's use closely and consider how this…

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    Victoria Hibbs commented  · 

    Scheduling of payroll emails, any other client emails and scheduling of invoices is technologically simple in many other platforms. Why Xero cant manage it I dont know. Every month I have to tell people that their payslip arrival does not tally up with the point they get paid. Embarrassing.

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    Victoria Hibbs commented  · 

    Crazy this isnt available

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    Victoria Hibbs commented  · 

    This needs to be done to cover annual leave and instances where advance preparation is required. Such a simple requirement - why is this not available in 2022!

    Victoria Hibbs supported this idea  ·