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4 results found

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

    65 votes

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    submitted  ·  24 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Jo Gallagher supported this idea  · 

  2. Customer statements - Ability to auto email Statements to customers

    1,161 votes

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

    We hear you team! Thank you for continuing to share back with us here, and a big thanks to those that registered interest and provided input to the teams earlier research.

    Right now, there's still some discovery going on around this functionality, but I want to assure you this is a feature our team are keen to develop.

    While the first round of research helped inform our team they want to dive deeper into some of the aspects surrounding this feature that'll help ensure we create a solution that'll best fit majority of businesses.

    We'd like to give provide the opportunity to everyone here to participate in this and if you can spare a few minutes, our team have prepared a few questions in this form 📝 that we'd love your feedback on.

    We want to keep you updated as work progresses on this, and I'll be back to share…

    Jo Gallagher supported this idea  · 

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

    6 votes

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    submitted  ·  1 comment  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Jo Gallagher shared this idea  · 

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

    47 votes

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    submitted  ·  15 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  ·