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5 results found

  1. Billable Expenses - Allocate supplier credit notes to a customer

    27 votes

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    submitted  ·  9 comments  ·  For small businesses » Business features  ·  Admin →
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    Jo Gallagher supported this idea  · 

  2. Customer Statement - Automated statements for contacts

    339 votes

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    submitted  ·  84 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Jo Gallagher supported this idea  · 

  3. Invoice Reminders - Auto email Statements to customers

    427 votes

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    99 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.

    Jo Gallagher supported this idea  · 

  4. Invoices - Set 'copy to' same as 'reply to' email address

    2 votes

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    submitted  ·  0 comments  ·  For small businesses » Business features  ·  Admin →
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    Jo Gallagher shared this idea  · 

  5. Email Settings - Ability to add other email address when user choose 'Send me a Copy' option

    35 votes

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    submitted  ·  11 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Jo Gallagher commented  · 

    I am a Xero Adviser and Practice Partner with multiple clients for whom I perform varying tasks. I log in with my Practice email and do work on my clients accounts from that login.

    The problem is when I send invoices on my clients behalf, to their customers, or pay bills to my client's suppliers, the copy invoice or remittance advice goes to MY PRACTICE email. I am not the person who needs a copy of the invoice or remittance as I am aware I have sent it (and if needed I can always log into Xero and get a copy from there). The person/company who needs this copy is my client (who's email is the 'reply to').

    As I say, at present I have to then log into my emails and forward the copies to my client manually, and ensuring it is the correct client if I have been working on several clients. It is not an efficient process.

    Jo Gallagher supported this idea  ·