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← Share and support customer ideas for Xero

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5 results found

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

    48 votes

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    submitted  ·  19 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Jo Gallagher supported this idea  · 

  2. Customer Statement - Automated statements for contacts

    559 votes

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    143 comments  ·  Contacts & files » Contact  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we understand the appetite surrounding this idea and how automation of customer statements could have a big impact on your efficiency and free up a lot of precious time to do more valuable tasks. As noted in my last update this has been high on our product teams radar and we wanted to let you know that we're now looking into how we might leverage Invoice reminders as a means to solve for needs in this idea.

    Very early in the teams discovery at this point, but we'll share further updates with you here.

    Jo Gallagher supported this idea  · 

  3. Invoice Reminders - Auto email Statements to customers

    644 votes

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

    Hi team, leaning into the new year our teams are deep in discovery and research of how we could best solves for the needs here.

    We'd like to invite you into this process to provide further input to our product teams discovery.

    If you'd be interested, register your interest with our team through this link - Your feedback would be invaluable to our teams. Thanks!

    I'll be back to share more again as this progresses.

    Jo Gallagher supported this idea  · 

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

    5 votes

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    submitted  ·  1 comment  ·  Invoices & quotes » Invoicing  ·  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

    42 votes

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    submitted  ·  14 comments  ·  Users & setup » Navigation  ·  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  ·