Settings and activity
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65 votes
Jo Gallagher
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1,178 votes
Heya team, thanks to everyone who shared feedback through the form in our last update. Your contributions have helped us make great headway, and this idea is now moving into development.
We're inviting a limited group of users to test our new Statement list and PDF views. These are important stepping stones towards scheduled statements, and testers will automatically receive early access to scheduling when it becomes available. Register your interest through this form as soon as possible.
If you don't make it into this testing group, don't worry. We'll continue sharing updates here as the work progresses.
This early release gives you greater control over your statements, from customising which columns you see to editing contacts inline and previewing exactly what each customer will receive before you send. Your statements will also now match your invoice branding for a more consistent experience.
Please note: When you join, your entire…
Jo Gallagher
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6 votesJo Gallagher
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48 votes
An error occurred while saving the comment Jo Gallagher
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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.